Alicia Piz
,
Financial Advisor
90 South Cascade Ave.
Colorado Springs, CO 80903
719.630.6024
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As a Merrill Financial Advisor, I aim to optimize my clients’ long-term financial security throughout every life stage and market cycle. I provide a holistic client-centered experience for individuals, families, and businesses to enjoy the advantages of customized portfolio construction and thorough financial planning.
Profile

Prior to joining Merrill, I was a small business owner for nearly 10 years. Inspired by the 6 knee surgeries I endured from college soccer and the sports arena my parents owned during childhood, I opened the largest athlete training facility in San Diego. I credit these competitive and entrepreneurial experiences for eventually motivating me to pursue a wealth management career at Merrill.

I graduated from San Diego State University (SDSU) as a scholar-athlete on the NCAA Division 1 soccer team with a bachelor’s degree in public relations. In addition to being a registered Financial Advisor and having annuity/insurance licenses, I also hold designations as a Chartered Retirement Planning Counselor™, CRPC™ and a Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ from the College for Financial Planning Institutes Corp. (CFFP).

My husband and I live in Colorado Springs with our son and dogs. He too played high-level soccer and we are still passionately involved in the sports community. We love being an active family and seeking new adventures, but we also enjoy delicious foods and the occasional lazy movie day.

Now that you know some of my background, I hope you will reach out to share yours with me! I believe that our personal, professional, and educational stories forge our path in life, so the most essential part of my “Prosperity Process” is to hear your story and discover what’s most important to you.

I thrive on building valuable relationships where clients trust me to navigate their future trails. Contact me to start moving your wealth journey forward toward creating your next special story.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

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About Me
Introduction

Thank you for considering me to be your dedicated Financial Advisor. I respect the careful consideration it takes to start a new professional relationship, so in addition to getting familiar with my messages and videos on this website, I invite you to view my profile and posts on LinkedIn as well. Then, reach out to arrange an introductory conversation. The first step in my "Prosperity Process" is learning about one another to discover what resources will satisfy your needs. Our Merrill history is rich with supporting a wide range of people in pursuing their specific financial goals, so I welcome the opportunity to support yours too!

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joseph McCullough
Wealth Strategies Advisor
Bank of America, N.A.
Patrick Carpio
Associate Investment Advisory Specialist
Merrill
Diorvette McKenzie
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Alicia Piz is registered to do business in AZ, CA, CO, FL, IL, KS, MD, MO, NC, NM, NY, PA, TX, UT, VA, WY.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.