Caso, McDonell & Associates
Merrill Lynch Wealth Management
19495 Biscayne Blvd
Suite 700
Aventura FL 33180
(305) 933.6255
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IT'S ALL ABOUT YOU!
Caso, McDonell & Associates
Welcome

It's all about helping you realize your dreams. Let's sit down to talk about what's important to you, your family and your business.

Videos
Team Introduction
Recognition
Philip Caso
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018, 2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Caso, McDonell & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

By understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

Friday, June 13th 2025| 12:00 PM - 12:30 PM Eastern
Money minutes: Smart borrowing

Prioritize your financial future with our quick, interactive bite-sized workshops. Our engaging lineup includes topics relevant to everyday life, with a refreshing interactive format.

Date: Friday,...

Wednesday, June 25th 2025| 3:00 PM - 4:00 PM Eastern
Preparing for homeownership

This fact-filled homebuyer seminar can help you prepare for buying a home, gain an understanding of the mortgage process and the resources available to help you find a home.

Date: Wednesday, June 2...

Thursday, July 10th 2025| 1:00 PM - 2:00 PM Eastern
Teaching kids their financial ABC's

How do we ensure our children receive basic know-how with money matters? More times than not, that responsibility falls to the parents. Join us to learn how you can make this a fun and educational pr...

Monday, July 21st 2025| 2:00 PM - 3:00 PM Eastern
Ready, Set, Retire - Getting on track in your 50s and 60s

Deciding when to retire can be essential to a financially secure retirement. Our last few working years and how we plan are key to that success. You'll want to have a strategy in place. Part of that i...

Philip Caso Headshot Image
Wednesday, July 23rd 2025| 5:00 p.m. to 5:30 p.m. ET
Market Update July 2025

Phil Caso, Wealth Management Advisor will be sharing pertinent and relevant market updates with you on Wednesday July 23rd.

You can can pre-submit any questions you have by calling Bryan Simon at 3...

Tuesday, August 12th 2025| 3:00 PM - 4:00 PM Eastern
Education planning

A college education can be an important step toward a bright future. As you think about funding a child's education in the future, learn about the different ways you can manage and save for the upcomi...

Wednesday, August 27th 2025| 12:00 PM - 1:00 PM Eastern
Social Security

Whether you are considering its long-term viability or trying to understand the application process, get the knowledge you may need to make the most out of your Social Security benefits.

Date: Wedn...

Meet Our Team
Philip Caso,

CFP®, CPFA®

Senior Vice President, Wealth Management Advisor
305.933.6255
Paula McDonell,

CPFA®

Vice President, Senior Financial Advisor
305.933.6235
Bryan Simon
Financial Advisor
305.933.6252
Heather A. Corbalis
Assistant Vice President, Wealth Management Associate
305.933.6230
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.
Nick Foley
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1190976
Michael Hagopian
Wealth Management Banking Specialist
Merrill
Nicholas Karpinski
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Expand to see all specialists
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.