Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Pilar is a results oriented former financial executive with extensive success in wealth management, brokerage and banking. With over twenty years of experience it the different areas of the financial services industry, Pilar brings a comprehensive approach to helping clients and families in the journey to achieve their financial goals. Using a goals based wealth management methodology, she is able to create a plan, set it in motion and guide her clients through every step of the way.
Pilar started her career at Charles Schwab where she began as a temporary employee and ultimately held multiple sales and managerial positions, both in the international and domestic markets. She has had the fortune of serving in different sales and leadership roles at Bank of America, Merrill, and HSBC as well. This experience gives her a unique ability to see the big picture while recognizing the need to pay attention to the details in strategy, client experience and execution.
Pilar’s focus on the team is to deepen client relationships and assure an exceptional client experience. She also leads business development initiatives with an emphasis on educating and guiding women through the wealth management process, an area she holds close to her heart.
Originally from Colombia, Pilar has lived in Canada, Venezuela and Puerto Rico. She has a Finance and International Relations degree from Universidad Externado de Colombia and an MBA with an International Business emphasis from the University of Miami. She holds her Series 7, 9-10, 24, 63 and 66 FINRA registrations and Life-Variable Life/ Health Insurance licenses.
Pilar now calls Miami home where she lives with her husband Juan Pablo and two sons, Daniel and Felipe. She is a dedicated soccer mom and enjoys every minute of her sons’ games. On the weekends she likes to run, BBQ and try new recipes.
French & Spanish
St Johns School in Puerto Rico
Univ Externado de Colombia
University of Miami
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.