Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
600 North Pine Island Rd.
Plantation, FL 33324
Connect with me on LinkedIn
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 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.
English & Spanish
University of Florida
Learn about the MyMerrill Mobile App.
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.
External MSG Specialist
Wealth Management Lending Officer
Bank of America, N.A.
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 firstname.lastname@example.org. When your RSVP is confirmed, you will receive a link via email to attend the meeting.
June 10th, 2020|2:00 PM - 3:00 PM EST
As many are spending more time at home and on their devices, cyber attacks are an evolving danger for everyone. What’s the best defense? Knowledge, an understanding of the types of cyber threats, and defense tactics you can implement. Join us for an active discussion on cybersecurity, our current threat landscape, what you can do to protect yourself, and what Bank of America Merrill Lynch does to protect their clients.
July 8th, 2020|3:00 PM - 4:00 PM EST
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
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.
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.
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.
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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.