Bank of America Coronavirus Resource Center See details

Fenix Wealth Management Group

Private Wealth Advisors
Learn more about an advisor's background on
FINRA's BrokerCheck

We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

Meet the Team

As our client, you will work with a highly experienced and rigorously trained Merrill Private Wealth Management team who strive to gain a deep understanding of your goals and values and bring together the banking capabilities of Bank of America and the investing capabilities of Merrill to help provide appropriate solutions designed to help you pursue your financial goals.

Juan Pablo  Benavides

Juan Pablo Benavides,

Managing Director

Private Wealth Advisor

305.530.3739
Alejandro  Villegas

Alejandro Villegas

Senior Vice President

Private Wealth Advisor

305.995.9283
Jose Fernando Mesa Tejada

Jose Fernando Mesa Tejada,

International Wealth Advisor

305.530.3646
Laura M Michael

Laura M Michael

Senior Private Wealth Client Associate

305.530.3691
Melanie  Bolanos

Melanie Bolanos

Registered Private Wealth Client Associate

305.530.3616
Corina Alexandra Martinez

Corina Alexandra Martinez

Registered Private Wealth Client Associate

305.530.3661
Laura C. Martinez

Laura C. Martinez

Private Wealth Client Associate

305.416.6605

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.

Fernando Cano

Fernando Cano

Securities Based Lending Specialist

Bank of America, N.A.

Jorge L Rodriguez

Jorge L Rodriguez

Wealth Management Banking Specialist

Merrill

Michael Duffy

Michael Duffy

Wealth Strategist

Merrill

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

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.

Fenix Wealth Management Group

Private Wealth Advisors