Chiavacci Group

Private Wealth Advisors
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Louis J. Chiavacci was named to Barron’s Top 1,200 Financial Advisors list in 2019. Barron's has ranked Louis among its top five advisors in Florida state.

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Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Louis J Chiavacci

Louis J Chiavacci

Managing Director

Private Wealth Advisor

305.774.0501
Michael J Beckerman

Michael J Beckerman,

Senior Vice President

Sr. Private Wealth Relationship Manager

305.774.0520
Daniel A Halley-Wright

Daniel A Halley-Wright,

Assistant Vice President

Private Wealth Analyst Investments

305.774.0510
Jose  Rodriguez-Torres

Jose Rodriguez-Torres

Registered Analyst

305.774.0502
Vera  Aguila-Roehr

Vera Aguila-Roehr

Registered Analyst

305.774.0509
Sana T Fuerth

Sana T Fuerth

Registered Private Wealth Associate

305.774.0515
Kathy  Hutchins

Kathy Hutchins

Private Wealth Associate

305.774.0505
Sara I Ortiz

Sara I Ortiz

Senior Private Wealth Associate

305.774.0525
Brett  Pencar

Brett Pencar

Private Wealth Associate

305.774.0611

Additional Resources

profile photo

Oralia Rojas

Structured Credit Executive

Bank of America, N.A.

Michael Duffy

Michael Duffy

Wealth Strategist

Merrill Lynch

Jason T Albano

Jason T Albano

Trust Specialist

Merrill Lynch

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Louis J Chiavacci

Barron’s “Top 50 Private Wealth Advisory Teams” list in 2019.

Barron’s America’s Top 1,000 Financial Advisors:State-by-State 2019

Forbes “Best-in-State Wealth Advisors”  2019

Forbes’ “America’s Top 250 Wealth Advisors” in  2018 and 2019

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 wealthy 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, help you monitor it and 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 we 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 wealth, 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 a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
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 as stewards of wealth.

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 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.

Chiavacci Group

Private Wealth Advisors