Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Rodrigo brings more than 30 years of rich international wealth management experience to a loyal circle of affluent clients throughout the U.S. and abroad. On behalf of private business owners and multiple generations of families, Rodrigo’s global perspective and highly personal service may prove particularly attractive.
Rodrigo has a deep understanding of the global regulations affecting the countries where his clients reside. His knowledge of currency issues, inflation, wealth transfer, and tax consequences* also allows him to construct forward-thinking strategies meant to serve future generations.
For Rodrigo, understanding the culture of clients, their comfort with investing, and what they envision for their families is critical. Traveling extensively to meet with clients, Rodrigo also meets with internal and external analysts to get a timely look at new opportunities. To craft a customized investment portfolio for each client, he uses Merrill financial models and strategic research**.
Rodrigo believes that all clients deserve a thoughtful, customized strategy that addresses wealth planning. He leverages his access to Merrill and Bank of America specialists to help clients structure succession planning across generations.
“Each client’s achievements have led to significant wealth. It’s incumbent upon me to help manage their wealth and expectations,” Rodrigo says. “Often, new clients have assets concentrated in emerging markets – with investments in their own countries. I believe in the power of diversification across all asset classes in developed countries, including the U.S. and Europe. I may also recommend alternative investments*** to help enhance performance and reduce volatility in portfolios. Results and relationships matter to the clients I serve.”
Rodrigo adds, “I am driven by my passion for delivering excellent service and helping clients pursue their goals. I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure that each strategy is grounded in understanding what each client wants to achieve."
Born and raised in Chile, Rodrigo began his financial services career in 1987 at Citibank Private Bank in New York. There, he was served high-net-worth clients based mostly in Latin America. Since joining Merrill Lynch Wealth Management in 1998, Rodrigo has continued to attract an international clientele as well as U.S.-based clients who value the dedication and insights of an experienced advisor.
Rodrigo holds a Bachelor’s degree in Economics from Columbia University and an MBA with a concentration in Finance and International Business from the Stern Business School at New York University. Rodrigo lives in Yonkers, New York with his wife, Andrea, and their three children.
* Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
** Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
*** Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
English, Spanish (native language) & Portuguese (elementary proficiency)
New York University Stern School of Business - MBA Finance & Intl. Business
Columbia University - BA Economics
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.
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
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
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
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
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.