Lorenzo is a Senior Vice President & Wealth Management Advisor who has been with Merrill Lynch Wealth Management since 2005. With over 13 years of experience in the financial service industry, Lorenzo focuses on forming long term relationships with individuals, multigenerational families and business owners. He is highly qualified in helping clients with all aspects of their financial well-being and draws from his vast experience in managing wealth through complex market cycles. His commitment to his clients’ personal goals shows in his dedication to crafting financial strategies that are carefully tailored to each client’s needs.
Lorenzo leverages Merrill's extensive tools and resources to assist clients in areas that include: creating a lasting income stream, wealth preservation, estate issues, and wealth transfer to next generations. In addition, Lorenzo has access to several internal specialists to help ensure you always receive the highest form of advice and recommendations to fit your unique situation. He works closely with his clients and their trusted advisors including attorneys and accountants to address his clients’ tax, trust, and estate issues-including wealth transfer strategies. Lorenzo’s goal is to become your trusted advisor and next “essential” resource.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
