Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Victor Hugo Aviles, CIMA®, CRPC®, is a Wealth Management Advisor and holds the CERTIFIED FINANCIAL PLANNER™ certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Victor has been a financial advisor at Merrill Lynch Wealth Management since 1989. Victor graduated from Saginaw Valley State University, where he earned a BBA with a major in Economics. He holds an MBA also from Saginaw Valley State University.
Victor helps coordinate the financial affairs of a select group of families, retirees, business owners, and professionals in Mid-Michigan, Metro-Detroit, and around the country. His goal is to make a positive, meaningful difference in the financial lives of clients by providing sound education to help make well-informed financial decisions.
Victor was the 2013/2014 President of the Rotary Club of Saginaw Valley. He is also a graduate of the Great Lakes Bay Region Leadership Institute, Past Vice President of the National Society of Hispanic MBA's Detroit Chapter, and Past President of Mid Michigan Hispanic Business Association. Victor also sits on the board for Saginaw Valley State University Foundation. He has taught finance at SVSU for the CERTIFIED FINANCIAL PLANNER™ certification program. He is also a member of the Investments & Wealth Institute™.
Spanish, Spanish, English & English
Saginaw Valley State University
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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.