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Chiavacci Group

Private Wealth Advisors
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Louis J. Chiavacci was named Barron’s 2020 Top 50 Private Wealth Management Teams, Top 100 Advisors and Top 1,200 Advisors. Barron's has ranked Louis second among its top 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 your specialized needs with relationships based on trust and personalized service.

Louis J Chiavacci

Louis J Chiavacci

Managing Director

Private Wealth Advisor

Michael J Beckerman

Michael J Beckerman,

Senior Vice President

Senior Private Wealth Relationship Manager

Sana T Fuerth

Sana T Fuerth

Registered Private Wealth Client Associate

Daniel A Halley-Wright

Daniel A Halley-Wright,

Assistant Vice President

Private Wealth Investment Management Specialist

Jose  Rodriguez-Torres

Jose Rodriguez-Torres

Wealth Management Specialist

Vera  Aguila-Roehr

Vera Aguila-Roehr

Wealth Management Specialist

Kathy  Hutchins

Kathy Hutchins

Private Wealth Client Associate

Sara I Ortiz

Sara I Ortiz

Senior Private Wealth Client Associate

Ryan Alexander Gonzalez

Ryan Alexander Gonzalez

Private Wealth Associate


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.

profile photo

Oralia Rojas

Structured Credit Executive

Bank of America, N.A.

Michael Duffy

Michael Duffy

Wealth Strategist


Jason Albano

Jason Albano

Trust Specialist

Bank of America, N.A.


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

Barron’s “Top 50 Private Wealth Advisory Teams” list in 2019 and 2020.

 Barron’s “Top 100 Financial Advisors” 2020

Barron’s America’s Top 1,200 Financial Advisors:State-by-State 2019 and 2020

Forbes “Best-in-State Wealth Advisors”  2020

Forbes’ “America’s Top 250 Wealth Advisors” in  2018, 2019 and 2020

Solutions 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 approach 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.

Chiavacci Group

Private Wealth Advisors