Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Manuel started with Merrill Lynch in 2007 as a Financial Advisor. During these 9 years Manuel has obtained the prestigious titles of Managing Director and Private Wealth Manager as well as simultaneously has grown his practice substantially. Manuel offers his clients an in-depth analysis of their financial needs and objectives, providing them with an individualized investment plan that uses accurate financial strategies . At the moment, the firm is incorporating Manuel into an elite private group of Investment Advisers called the Private Banking Investment Group (PBIG) exclusively designed for the most affluent clients of the firm.
Previously, Manuel worked as Vice President in charge of the International Private Banking Division of Banco Bilbao Vizcaya Argentaria (BBVA), where he led the bankers team in Mexico, Central America, the Caribbean and the Andean region; He directed the BBVA Management Committee, the Investment Strategy Committee and the Credit Committee. He also propelled the successful integration of Bancomer's international private banking business into the BBVA platform after its privatization by the Mexican government in the 2000s. Before BBVA Manuel began his career in advising private clients with Morgan Stanley. Manuel then joined Merrill Lynch’s Private Banking and Investment Group which caters to the needs of the Firm’s wealthiest clients.
Manuel graduated from Belen Jesuit High School in Miami, Florida, earned a Bachelor of Science degree in Business Administration with a major in finance from the University of Florida, where he graduated in the honor roll of his promotion. He has an MBA from the University of Miami with specializations in Finance and International Business. Manuel holds the Certified Investment Management Analyst® (CIMA®) designation as well as the Series 7, 31, 63, 65 and 66 FINRA registrations.
Manuel in his spare time is the director of South Florida's largest youth soccer club, Co-Ed Pinecrest Premier, and is actively involved in several foundations including Cradles and Foundation for Human Rights in Cuba.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Spanish & English
University of Miami
University of Florida
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.