Chiavacci Beckerman Group

Private Wealth Advisors
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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).

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(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.

Additional Resources

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.

Our Approach

A Commitment to Service

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.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

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.