Maria Aguilar Julian
Maria Aguilar Julian is a First Vice President, Senior Financial Advisor with Merrill Lynch Wealth Management. Mrs. Aguilar Julian is a graduate of San Diego State University. She received a Bachelor Degree in International Business with Emphasis in Spanish and Latin America. She joined Merrill in 10/2009 after a long and distinguished career with Bank of America and Banc of America Investment Services. Her 20 plus years of experience in the financial services industry has allowed her to hone the skills and extensive knowledge required to help clients with their evolving and complex financial needs.
Mrs. Aguilar Julian works with high net worth families and business owners. She employs wealth management planning tools and strategies such as asset allocation, asset preservation, retirement planning, college planning, and insurance as she analyses client’s financial situation. Mrs. Aguilar Julian also works closely with clients’ other professionals such as attorneys and Certified Public Accountants in order to provide comprehensive financial strategies and life planning.
Maria lives in Chula Vista with her husband and son, and in her spare time enjoys quality time with her family and being active & outdoors.
*Merrill Life Agency's California License Number 0522776
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
