Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Financial Advisor, Jorge’s mission is to build lifelong relationships with clients based on value and trust. His practice advocates that the best approach to wealth management is to always put the client’s needs and objectives first. By integrating the investment insights of Merrill and access to the banking convenience of Bank of America, Jorge intends to tackle both assets and liabilities into a comprehensive financial strategy aimed to help clients achieve their most important financial goals.
Before joining Merrill Lynch Wealth Management in 2018, Jorge’s career began in Bank of America’s Consumer and Small Business Banking Division in 2007 where he led teams and built long standing relationships with clients for over 12 years. Today, Jorge continues to set the bar high by providing world class service by delivering a tailored, consistent experience with every client not only in wealth accumulation and preservation, but in areas beyond portfolio management.
Jorge graduated from American University with a M.A and B.A. in International Relations with a focus on economic growth and human rights. Born in Washington, D.C. and raised in Chile during his early years has equipped Jorge with the ability to communicate, understand, and relate to clients’ from diverse backgrounds. Jorge currently resides in Gaithersburg, Maryland and during his spare time he enjoys traveling, reading, trying new restaurants, and spending time with his close friends and family.
Spanish, Spanish, English & English
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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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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.