Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
I focus on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. I work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Alfredo Aguirre is a Senior Vice President and Wealth Management Advisor. He joined the financial services industry in 1998, as a licensed Financial Advisor and later Merrill in 2006. He has earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification as well as the Chartered Retirement Planning Counselor, CRPC designation.
He believes clients entrust their financial well-being to him, because they want a financial advisor who understands sophisticated portfolio and wealth management strategies, and is able to communicate in a direct and genuine manner the advantages and disadvantages of various courses of action. They want this information based specifically on their family’s needs and goals rather than a generic plan.
Each family describes financial success differently; to some, it means making employment optional, allowing them to spend more time on leisure activities; others may want to leave a substantial, meaningful legacy. Each family also has difficult and sometimes uncomfortable situations to face and plan for, topics that require a great degree of sensitivity, neutrality and empathy.
Alfredo and his family have resided and been contributors to the Broward County Community since 1981. Previously he has served as Chairman of numerous boards & clubs, named finalist for the 211 Board leader of the Year award in 2012. Also, currently involved in the following entities, St. Bonaventure Finance Council, Greater Fort Lauderdale Chamber Finance Committee, Weston Rotary Club, Weston CERT (Community Emergency Response Team), has taught financial awareness classes throughout Broward County since 1999, a graduate of Leadership Broward’s Class XXXI, Board member of Junior Achievement and The Broward Education Foundation. Alfredo is an enthusiastic fundraiser for numerous charities, coaches youth sports, raises funds for children charities by competing in grueling endurance events, including the IronMan Triathlon, |He spends his time with his family mountain biking, camping, practicing martial arts, sailing, hiking, climbing or just having a blast.
English & Spanish
University of Florida
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1392632
Wealth Strategist
Merrill
Webcast
March 15th, 2023|4:00 PM - 5:00 PM EST
Please join our top industry experts who will share whether the coming year might bring a return to a more promising market as global economies reset.
They’ll also cover regional insights and potential ways to navigate today’s new market landscape.
We will end with an open Q & A, so you can ask the questions that are important to you.
Topics will include:
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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