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
Merrill Lynch Wealth Management
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.

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", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Thursday, May 23rd 2024
Planning for the retirement you want

How much will you need in savings for retirement? While the amount is different for each of us, the need for a plan isn't. Join this seminar to begin the process and put a plan in place for your retirement.

Monday, June 3rd 2024
Investing beyond the basics

Knowing your financial situation, personal goals and risk tolerance can help you determine the appropriate mix of investments and help you manage your 401(k) assets with more confidence.

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
Officer, Registered Wealth Management Client Associate
305.933.6230
Stephen Garcia
Registered Wealth Management Client Associate
305.933.6250
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
NMLS #1190976
Michael Hagopian
Wealth Management Banking Specialist
Nicholas Karpinski
Investment Solutions Group Portfolio Strategist
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.