Louis J. Chiavacci has been recognized on Barron’s list of the “Top 1,200 Financial Advisors: State by State” (Florida) 2022 (1) and also on Barron’s “Top 100 Financial Advisors” list 2021 (2).
(1) Published on March 11, 2022. Rankings based on data as of September 30, 2021.
(2) Published on April 16, 2021. Rankings based on data as of December 31, 2020.
Meet the Team
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
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Louis is a Managing Director and International Private Wealth Advisor in Merrill Private Wealth Management. He has provided wealth management advice to high net-worth families for more than thirty years.
Louis attended the United States Naval Academy and holds an MBA and BS with honors from Indiana University where he was an Associate Instructor of Financial Accounting. He does not provide accounting advice in his role at Merrill. Prior to Merrill, Louis spent eleven years as Private Wealth Advisor and Vice President of Goldman Sachs Private Client Services in New York and Miami. He is a frequent guest speaker on issues and opportunities related to the ultra-affluent market.
Outside of the office, he is active in educating and inspiring tomorrow’s business leaders. Louis serves as a volunteer adjunct professor at the University of Miami (UM) Graduate School of Law where he worked with law school officials to develop an investment course for attorneys working on their masters in estate tax law. Similarly, Louis worked with the faculty of the Graduate School of Business at Indiana University to develop a live portfolio management course focused on the investing principles of Warren Buffett and value investing. Louis also serves on the board of the UM Center for Ethics & Public Services. In conjunction with the UM Center for Ethics & Public Services, Louis developed and taught a financial literacy course for church members in an economically challenged section of Miami. Louis is also a recent graduate of the FBI Citizens Academy.
Forbes "Best-in-State Wealth Advisors" list, 2018 - 2023 - Published annually Jan - April. Rankings based on data as of June 30 of prior year*
Forbes "America's Top Wealth Advisors" list 2017 – 2023 - Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year*
Forbes "Best in State Wealth Management Teams" list 2023 &2024 - Published annually in January. Rankings based on data as of March 31 of prior year*
Forbes "America's Top Wealth Management Teams High Net Worth” list 2022 - Published November 8, 2022. Rankings based on data as of Mar 31 of prior year*
Forbes "America's Top Wealth Management Teams Private Wealth” list 2023-Published on November 7, 2023. Rankings based on data as of March 31, 2023.*
Inducted into the Barron’s “Hall of Fame” in 2019. - Published throughout 2019. Rankings based on data from current list.
Barron's "Top 100 Private Wealth Management Teams" list 2021. - Published on April 16, 2021. Rankings based on data as of December 31, 2020.*
Barron's "Top 100 Financial Advisors" list, 2006-2017, 2020-2021 - Published annually Mar - April. Rankings based on data as of December 31 of prior year*
Barron's "Top 1,200 Financial Advisors' list, 2014 - 2022. - Published annually February - March. Rankings based on data as of September 30 of prior year.*
Financial Times "400 Top Financial Advisers" (FT 400) list, 2013- 2020. Published annually Mar - April. Rankings based on data as of June 30 of prior year.*
*Louis does not provide tax or legal advice in his current role with Merrill.
*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year.
The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: The Barron’s “Top 100 Financial Advisors” list, published annually Mar – April. Rankings based on data as of December 31 of prior year.
The Barron’s “Top 100 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on inperson, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*2021 Barron’s “Top 100 Private Wealth Management Teams” list. Rankings are based on the opinions of Barron’s which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron’s does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
Financial Times “400 Top Financial Advisers” list. Opinions provided by Financial Times (FT 400) and is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The award does not evaluate client service quality and is not indicative of any future performance success or a higher level of performance results. Rankings results are not an endorsement of the advisor. Compensation was not received from anyone for the study. Rankings produced annually by Ignites Research, a division of Money-Media, Inc on behalf of Financial Times. All right reserved.
2019 Barron’s “Hall of Fame” list. Opinions are Barron’s who evaluated advisors who appeared in 10 or more of Barron’s annual Top 100 Advisor rankings, with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings do not reflect future investment success or endorse any advisor. Compensation was not received by anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
2022 Forbes “America’s Top Wealth Management Teams High Net Worth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
2023 Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Michael joined Merrill in 1999 after providing comprehensive financial planning and investment consulting services to wealthy family groups, high net worth individuals and corporate executives. From 1990 to 1999 Michael was a member of Ernst & Young’s Personal Financial Counseling Group where he was a Senior Manager and provided estate and retirement planning as well as insurance, stock option and income tax planning to his various clients. He was also a Senior Investment Advisor of Ernst & Young Investment Advisors and was responsible for asset allocation modeling and marketable security and alternative investment manager due diligence for his clients.
Michael received a Master of Science in Taxation degree from DePaul University and a bachelor’s degree in Economics from Washington University. He is a past President of the Board of Trustees of Donna Klein Jewish Academy and serves on the Board of Trustees of the Jewish Federation of South Palm Beach County and Hillel of Broward and Palm Beach County. Michael also is a frequent speaker at AICPA Advanced Investment Planning Conferences.
Michael is a Certified Public Accountant (CPA) as well as a CERTIFIED FINANCIAL PLANNER™ CFP® professional, a certification awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, Michael holds the Certified Investment Management Analyst® CIMA® designation
Forbes "Best-in-State Wealth Advisors" list, 2023 - Published on April 4, 2023. Rankings based on data as of June 30, 2022.*
Barron's "Top 1,200 Financial Advisors' list, 2023. - Published on March 10, 2023. Rankings based on data as of September 30, 2022.*
Forbes "Best in State Wealth Management Teams" list 2024 - Published January 12, 2024. Rankings based on data as of Mar 31 of prior year*
Forbes "America's Top Wealth Management Teams High Net Worth” list 2022 - Published November 8, 2022. Rankings based on data as of Mar 31 of prior year*
Barron's "Top 100 Private Wealth Management Teams" list 2021 - Published on April 16, 2021. Rankings based on data as of December 31, 2020.*
_______________________________________
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.
*2023 Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*2021 Barron’s “Top 100 Private Wealth Management Teams” list. Rankings are based on the opinions of Barron’s which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron’s does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*2023 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*2022 Forbes “America’s Top Wealth Management Teams High Net Worth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*2024 Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Jose joined Merrill in 2006 as a member of the Southeast Market regional management team. He started working with the Divisional Sales Manager as an Administrative Assistant and concluded his tenure with the regional team as a Business Analyst for the Chief Operating Officer. In 2013 he became part of Merrill Private Wealth Management with the Chiavacci Team as an analyst.
Jose received a Master in Business Administration from Barry University with a specialized concentration in Finance and a bachelor’s degree in Finance from Florida International University.
Daniel joined Merrill in 2013 upon graduating from Vanderbilt University with a B.A. in Economics with a minor in Finance. In addition Daniel attended the Economic Honors Program at the University of Edinburgh. Daniel's focus with the Chiavacci Group include equity investment research, client portfolio analysis, alternative investments and managed products.
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.
Vera joined Merrill Private Wealth Management in 2017 with the Chiavacci Team where she is a Private Wealth Management Specialist. She began her financial career with Merrill as a Manager’s Assistant in Miami, Florida in 2002. Beginning in 2007, Vera worked for nine years with Credit Suisse as the Regional Business Administrator for the offices in Miami and Palm Beach, Florida. In 2016, Vera joined the Trust and Wealth Department at Grove Bank as Director and Business Manager.
Vera earned her Masters of Business Administration from Southern Oregon University and also a Master’s degree from Harz University in her native country of Germany. Additionally, she studied at ESTHUA in Angers, France.
Vera, who is fluent in multiple languages, currently resides in Coral Gables, Florida.
Sara joined Merrill in 2007 after beginning her career in the financial services industry in 2003. She is dedicated to delivering exceptional client service and is responsible for facilitating the opening of new accounts, processing wire transfers, providing access to Bank of America for banking and lending inquiries, and addressing all daily client requests. Originally from Venezuela, Sara has resided in Miami with her family for over 20 years. She earned a Bachelor’s degree in Business Administration (BBA) from the University of Miami. She has always had a passion for helping others and has volunteered in various children’s organizations. Some of her hobbies include running, biking, and fishing.
*Banking products and services provided by Bank of America, N.A.
Sana joined Merrill in 1998. She began her financial services career in 1984 at Southeast Bank where she was an Assistant Manager. In 1992 she joined Rural Securities where she was chief financial officer and operations manager. Sana holds a degree in business administration and speaks several languages. She is responsible for facilitating the opening of new accounts, processing wire transfers, handling banking and lending inquiries and addressing all daily client requests.
*Banking products and services provided by Bank of America, N.A.
Ryan began his career in the financial services industry in 2006 and joined Merrill Lynch Wealth Management in 2008. Prior to that, Ryan ran a successful family business that was founded in 1982. Ryan holds FINRA Series 7 and Series 66 registrations, a FL 2-15 insurance license, and is dedicated to serving clients.
Originally from Milwaukee, Wisconsin, Ryan moved to Miami in 1982 and attended the University of Miami. He now resides in Westchester with his wife and daughter. Ryan has a passion for music and film and enjoys scuba diving and attending concerts.
Kathy joined Merrill after working as an Executive Assistant at Burger King Corporation for eight years where she supported the S.V.P. of Operation Services & Programs. She later moved to their Development Department where she was the administrative support to the V.P. of Construction and the V.P. of Development as well as the Construction and Development Managers in the field. Her duties included coordinating all logistics involved in participating in the largest Real Estate Convention and Trade Show in North America. Prior to joining Burger King, Kathy worked at the Greater Miami Chamber of Commerce where she assisted in organizing their Leadership Miami Program. She earned her Bachelor’s degree in Business Administration at Baylor University. Kathy's responsibilities include travel arrangements, scheduling meetings and conference calls, coordinating client events, expense reporting and wire transfers.
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.
Oralia Rojas
Structured Credit Executive
Bank of America, N.A.
Michael Duffy
Private Wealth Strategist
Merrill
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Louis J Chiavacci
Forbes "Best-in-State Wealth Advisors" 2018-2023 Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "America's Top Wealth Advisors" 2017-2023 Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Forbes “America’s Top Wealth Management Teams High Net Worth" 2022 Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Barron's "Top 100 Financial Advisors" 2004-2017, 2020-2021 Published annually March - April. Rankings based on data as of December 31 of prior year.
Barron's "Top 1,200 Financial Advisors: State-by-State" 2014-2022 Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Michael J Beckerman
Forbes "Best-in-State Wealth Advisors" 2023 Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Forbes “Best-in-State Wealth Management Teams” 2024 Published on January 9, 2024. Rankings based on data as of March 31, 2023.*
Forbes “America’s Top Wealth Management Teams High Net Worth" 2022 Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Barron's "Top 1,200 Financial Advisors: State-By-State" 2023 Published on March 10, 2023. Rankings based on data as of September 30, 2022.
Strategies designed to help you achieve your goals
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
Our Philosophy
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America
We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.
A relentless commitment to transparency and customized strategies
As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.
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