Jorge joined Merrill Lynch Wealth Management in 2007. He launched his career in international banking working in Miami for nine years at Santander Private Banking. Later, he became a fixed income trader and, then, a banker covering Mexico, Venezuela, Argentina, Chile, and other Latin American countries. Jorge holds two Masters degrees, a Masters in Business Administration from the University of Miami and a Masters in Finance from Florida International University. His passions include traveling, reading, watching soccer matches and spending time with his wife Silvia and his two daughters.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn 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.
