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.
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.
Congratulations Daniela on completing the Olympic triathlon on the 305 Triathlon! You're an inspiration and we are very proud of you.
Thomas Halloran golfing with friends.
Thanks to everyone that assisted to The Women's Exchange Miami Chapter Parodi Costume Collection event in Miami.
We want to congratulate our dear team member Lina Vergara for passing her AAMS™ Professional Designation exam and becoming an Accredited Asset Management Specialist™ designee.
Amazing work, Lina!
We are honored to announce that we have been recognized on the 2023 Forbes “Best-in-State Wealth Management Teams”. Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
We are all passionate about helping clients pursue what matters most to them.
*Source: The Forbes “Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's 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 team, 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
Every year our team organizes a golf tournament in Cartagena, Colombia with our friends from Fundacion Cardioinfantil to help raise funds to help save children's hearts in Latin America. Thank you from the bottom of our hearts to everyone that has assisted to our events and has helped save children's lives. For more information on next year's event please contact any team member.
Our Senior Business Manager, Christian Zarraluqui, representing the team in the Brickell Engagement Summit 2023. Thank you Christian for being such an inspiration to all of us!
Merry Christmas and Happy New Year from the Gutierrez team!
Sports and Entertainment
We serve a variety of clients in the Sports & Entertainment industries, constantly working on their behalf to help give them the power to reach their financial goals.
- Bank of America’s commitment to the sports and entertainment industry includes traditional banking, capital raising and advisory services. The firm has also been involved with a variety of financing transactions and serves all major sports leagues.
- We bring together what you need to help you pursue your goals
- As your advisor, this is what you can expect from us:
- Personalized strategies
- We start with what matters most to you, which may evolve as your financial situation, needs and goals change.
- Straightforward advice and guidance
- You get clear information about how your investments are doing and which potential solutions might fit your needs.
- We are here to support you with a personalized approach that makes sense for your situation.