I began my career in the financial services industry working at Bank of America in 2005. After being diagnosed with Thyroid Cancer in 2013, the importance of being financially prepared was emphasized in my own life. Through this experience my mission became to empower my clients to be prepared not only to achieve financial freedom to pursue their dreams, but to be ready to face moments of adversity.
Throughout the years, I have continued to focus on my mission and enjoy seeing first-hand the positive changes my clients see in their financial wellness through my guidance and collaborative approach. My goal is take my clients on a journey that no matter what bumps are on the road, through my goals-based planning process, I work to ensure they obtain stability and are well taken care of in all aspects of their lives. In the end, my passion is to humanize the financial world so my clients can live the life they have dreamed of.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner, and hold both my Certified Private Wealth Advisor® and Certified Divorce Financial Analyst™ certifications. My professional designations attest to my commitment to be a trusted advisor to my clients and their families. In 2019, I joined the Merrill Lynch Wealth Management team after being recruited from Morgan Stanley.
I was born in Caracas, Venezuela and I am fluent in both English and Spanish. After graduating Summa Cum Laude from Arizona State University with a Bachelor of Science degree in Economics, I moved to China and Switzerland where I continued my financial education and pursued the opportunity to study Chinese and German.
Outside of work, my greatest joys are spending time with my husband and family, traveling the world and giving back. I am very active in my community and I am a champion for causes that help empower women and children in the areas of health, education and financial stability. I am an active member of the Junior League of Miami, an active member of Beaux Arts Miami and a mentor for the Women of Tomorrow organization. In the past, I have chaired the Miami-Dade Beacon Council’s New Leaders Taskforce, served on the YPO Board for City Year and was a member and facilitator for the Miami-Dade Chamber of Commerce Leadership Miami program.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your 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.
