Bank of America Coronavirus Resource Center See details

Alfredo Aguirre

push-top

Profile

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 CounselorSM,CRPC® designation.

He believes clients entrust their financial well-being to him, because they want a financial advisor who understands sophisticated investment, 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.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

  • LANGUAGES

    English & Spanish

  • EDUCATION

    University of Florida

Professional Staff

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.

Additional Resources

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.

Alexander Londono

Alexander Londono

External MSG Specialist

Merrill Lynch

Brian Kuhn

Brian Kuhn

Insurance Specialist

Merrill Lynch

Corey Bilbo

Corey Bilbo

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1392632

Upcoming Events

The Journey from Economic Abyss to Recovery has Begun

Seminar will be conducted via Web Ex

September 23rd, 2020|6:00 PM - 8:00 PM EST

Webinar Overview: Join us for a webinar discussion presented by Marci McGregor, Managing Director and Senior Investment Strategist supporting Merrill and Bank of America Private Bank for the Chief Investment Office (CIO). She will discuss the outlook for the different phases of the economic recovery, the role of the US consumer as we enter 2021, and the long term trends that will emerge from the health crisis in 2022 and beyond- what we call the New Frontier.

If you are interested in attending please RSVP to Gloria Aguirre by email at gloria.e.aguirre@ml.com.  When your RSVP is confirmed, you will receive a link via email to attend the meeting.


*Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.

    For more information: 954.916.2858 or gloria.e.aguirre@ml.com

    Past Events

    Transforming World! The World After Covid

    July 8th, 2020|3:00 PM - 4:00 PM EST

      Nutrition & Your Immune System

      July 16th, 2020|4:00 PM - 5:00 PM EST

      Nutrition & Your Immune System

      Given the current circumstances, it is more important than ever to know how nutrition impacts our body and what we can do to keep our immune system boosted. Join us as Dr. Chadwick provides us with an informative presentation on easy, safe, and effective ways to strengthen our immune system

      Thursday, July 16, 2020 4:00 p.m. to 5:00 p.m.

      Presentation will take place at 4:00pm EST via WebEx

      Speaker Dr. Aaron Chadwick

        Where do we begin? It starts with you.

        At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

        Understanding Your Life

        Welcome

        My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

        Philosophy

        I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

        Approach

        I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

        Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

        Capabilities

        My  process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

        Focus On Individuals and Families

        I can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I’ll start by getting to know you and how you feel about the following seven life priorities.:

        • Health: Managing healthcare expenses, now and in the future
        • Home: Upsizing, downsizing, remodeling or buying a vacation home
        • Family: Taking care of your family and other people in your life
        • Leisure: Spending your free time in meaningful ways
        • Giving: Volunteering, mentoring others and giving to charities
        • Work: Working in retirement, selling or starting a business
        • Finance: Bringing it all together and defining your financial goals

         

        Your approach to investing

        Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

        Understanding your goals and priorities

        Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

        Your Financial Approach

        We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.

        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3
        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2

        1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
        2 Banking, mortgage and home equity products offered by Bank of America, N.A.
        3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
        4 Trust and fiduciary services are provided by Bank of America Private Bank.

        Staying on Track

        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 approach, our goal is to help you stay on track to achieve what's most important to you.


        Periodic reviews to help you
        stay on track

        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.


          Monitoring changes in your life
          and to your goals

          Your life and goals change. As these changes occur, we can update your approach to reflect them.

          Wealth Management Your Way

          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

            Let’s Have a Conversation

            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.

            Why Merrill?

            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.


            Merrill_Capabilities_Brochure.png  

            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.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            A comprehensive approach, built around your life’s priorities.

            Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

            Adjusting your investment approach as your life and the markets change.

            We will work to help you stay on track, regardless of what the markets are doing.