Hector started his financial services career in 1987, initially serving as first vice president and senior financial advisor at another financial firm. In 2006, he made the transition to Merrill Lynch Wealth Management. Since 2007, Hector has served as the Resident Director of Merrill’s Puerto Rico branch office.

With decades of experience, Hector offers a broad perspective on the financial markets and possesses unique insights into the challenges faced by affluent individuals. These insights form the foundation for his work with Health care providers, entrepreneurs, and business owners, where he focuses on developing customized wealth management strategies tailored to their needs, as well as those of their businesses and families.

As a senior member of the LBL Group, Hector plays multiple roles. He prioritizes building and nurturing strong client relationships by implementing proactive communication plans. Additionally, he facilitates collaboration with specialists across the Firm to address specific needs and situations. Moreover, he actively contributes to the team’s business development efforts and strategic direction.

Residing in San Juan, Puerto Rico, with his wife, Hector holds a bachelor’s degree in economics from Sacred Heart University. Outside of work, he enjoys cultivating coffee, reading about history, and indulging in surfing.

Juan began his career in financial services in 1987, assuming the roles of first vice president and senior financial advisor at another financial services firm. In 2006, he transitioned to Merrill Lynch Wealth Management.

As a senior member of the LBL Group, Juan prioritizes ensuring that every aspect of the client experience, from initial meetings to strategy development, implementation, and performance reviews, is both an engaging and enjoyable experience.

He derives great satisfaction from cultivating enduring relationships with clients and sharing the invaluable lessons garnered throughout his extensive tenure in the industry, such as the pivotal role of portfolio diversification in risk mitigation. Juan is a qualified Portfolio Advisor, who in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers’ strategies, funds or portfolios.

A graduate of Jacksonville University in Florida with a bachelor's degree in business administration, Juan calls Dorado, Puerto Rico, home, where he resides with his wife, Leonette Jordan. His world consists of three children, Gian, Erica, and Daniella. In his free time, Juan maintains an active lifestyle through tennis and exercise to stay in peak physical condition.

Matthew Leason, Senior Vice President and Senior Financial Advisor at The LBL Group within Merrill Lynch Wealth Management, is known for his adeptness in collaborating with company founders, CEOs, and affluent families or family offices. With a profound understanding of the complexities that accompany financial success, Matthew serves as a trusted confidante and advisor, guiding clients through pivotal decision points with unwavering support. His experience extends to the intricate needs and aspirations of high-net-worth clients, encompassing tax-sensitive investing, intergenerational wealth transfer, and access to banking and lending services through Bank of America.

As a co-founder of The LBL Group, Matthew spearheads a dedicated practice tailored to the distinctive requirements of high-net-worth individuals. With a wealth of experience across sectors such as healthcare and venture capital, Matthew offers strategic counsel and sustained coordination, focusing on investment management and liquidity event planning. He excels in empowering clients to anticipate and navigate significant life and legacy decisions with confidence, helping to ensure their financial well-being and prosperity.

Matt is a qualified Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.

Before joining Merrill Lynch Wealth Management in 2006, Matthew gained valuable experience at another financial firm. Within our team, he utilizes his strong analytical skills to conduct thorough market and economic research, evaluating investment products to identify potential risks and opportunities. Additionally, Matthew collaborates with clients to develop and implement personalized strategies tailored to their specific needs and objectives.

Matthew holds a bachelor's degree in sociology with a minor in business administration from the University of San Diego in California. Residing in San Juan, he enjoys surfing and spending time with his with and two kids.