Cedric Bronilla
Partnering with affluent families to manage complexity, preserve legacy, and create lasting impact.
With over 20 years in financial services, I work closely with clients to address the opportunities and challenges that come with significant wealth. Leveraging the resources of Merrill and the banking convenience of Bank of America, my team delivers integrated guidance across investments, wealth planning, estate planning strategies, retirement, and risk management.
We provide a highly personalized experience designed to help clients make confident decisions and steward wealth for generations to come.
First we will fully understand what is most important to you now and in the future. With that valuable information, we will design a personalized financial road map, with me as your guide. Once we implement the plan, you will have assurance of setting it in motion. Most importantly, we will periodically take time together to review the progress towards meeting these goals.
My team and I combine our knowledge of wealth planning, investment management, estate planning strategies, retirement planning, and risk management to design a custom financial strategy that is designed for you to prosper.
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.
