The Premia Group

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

As a team with multigenerational family members, we understand what it takes to manage significant wealth for individuals and families across generations. Working with a limited number of wealthy clients, we help bring you an insightful perspective, personalized attention and boutique-like service.

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.

Esteban J Prellezo

Esteban J Prellezo,

Managing Director

Private Wealth Advisor

Alberto F Cosio

Alberto F Cosio

Managing Director

Private Wealth Advisor

Margarita Carreno Rodriguez

Margarita Carreno Rodriguez,

Assistant Vice President

Financial Advisor

Andres  Castillo

Andres Castillo

Financial Advisor

Marcelo  Tome

Marcelo Tome,

Vice President

Private Wealth Relationship Manager

Joanna  Navarrete

Joanna Navarrete,

Assistant Vice President

Private Wealth Analyst Business Management

Aleli M Brito

Aleli M Brito

Senior Private Wealth Associate

Ingrid A Gonzalez

Ingrid A Gonzalez

Registered Private Wealth Associate

Emiro  Ramon

Emiro Ramon

Private Wealth Associate

Melisa Gaibor

Melisa Gaibor

Private Wealth Associate

Monica  Balda

Monica Balda

Private Wealth Associate


Additional Resources

Fernando Cano

Fernando Cano

GWIM Securities-Based Lending Specialist

Fabio Concesi

Fabio Concesi

Wealth Strategist

profile photo

Rolando Fernandez Denis

Wealth Management Lending Officer, NMLS #410241

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.

The Premia Group