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, CFP, CPFA, CRPC
Senior Vice President
Wealth Management Advisor
Alfredo started his financial career in 1998 and joined Merrill in 2006. Earlier, he was an engineer managing large construction projects. Thorough and process-oriented, he explores every aspect of clients’ financial lives to help them anticipate needs they may not have considered for themselves, their parents and children. Many of the clients he works with are business owners and executives whose wealth has created complexity in their lives. He appreciates that they are busy people who are accustomed to hiring professionals, and he is honored to be a member of their professional team.
Alfredo understands that every client defines financial success differently. Some want to enjoy more leisure time by making employment optional. Others prefer to leave a substantial legacy for future generations. With insight and empathy, he helps them design wealth management strategies that unite their financial and personal goals. He finds it gratifying that many clients and their family members call him first in any challenging situation with a financial aspect.
Alfredo earned a Bachelor’s degree from the University of Florida’s College of Engineering. He is a CERTIFIED FINANCIAL PLANNER CFP certificant and holds the Chartered Retirement Planning Counselor CRPC and Certified Plan Fiduciary Advisor (CPFA) designations.
Alfredo welcomes challenges, both at work and in his personal life. An outdoor enthusiast, he enjoys biking, hiking, rock-climbing, and teaching outdoor leadership and wilderness safety courses. His goals include climbing various mountains, multi-day backpacking trips, and learning how to scuba dive. He enjoys active vacations with his wife, Gloria, four children and five grandchildren.
A resident of Broward County for over 40 years, Alfredo is a leader in several community organizations. He graduated from Leadership Broward’s Class XXXI and was a finalist for the 211 Board Leader of the Year award in 2012. Currently, he serves on the boards of Junior Achievement and the Broward Education Foundation. He is a member of the finance committee at his church and the Weston CERT (Community Emergency Response Team), as well as program director for Weston Rotary Club. As an enthusiastic fundraiser for numerous charities, Alfredo has competed in grueling endurance events including the Ironman Triathlon and climbing Mount Hood.
Named to the 2024 Forbes “Best-in-State Wealth Advisors” list
Published on April 3, 2024. Rankings based on data as of June 30, 2023.*
*2024 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
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
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #13085
Wealth Strategies Advisor
Bank of America, N.A.
Virtual Webcast Event
May 1st, 2024|4:00 PM - 5:00 PM EST
Please join Merrill for a discussion with our top industry experts who will discuss how this year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navigate today’s new market landscape, and an open Q & A, so you can ask the questions that are important to you.
TOPICS WILL INCLUDE:
For more information: 954.916.2858 or gloria.e.aguirre@ml.com
WebEx Event
February 21st, 2024|5:00 PM EST
Join the Aguirre Wealth Management Team for this informative WebEx Seminar from the Chief Investment Office on what to expect in 2024.
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
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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
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The Power of the Right Advisor®
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