Julio has been with Merrill Lynch Wealth Management, in Miami, FL, since 1988. He has dedicated himself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized portfolio strategies.

Julio is a problem solver who works to simplify high-net-worth clients’ financial lives. He assists clients in identifying and prioritizing their various goals – including estate planning services, investments, wealth transfer and retirement income – then developing strategies that may be customized to their personal circumstances and their own unique feelings and attitudes. He is also a firm believer in paying close attention to both sides of a client’s balance sheet, which is why he offers access to a Wealth Management Lending Officer from Bank of America, N.A, who can draw upon an expansive array of credit and other lending solutions designed to fit into overall strategies. He works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have.

Julio is a graduate of Florida State University with a Bachelor of Science degree from the College of Business. Also, he has a degree of Master of Business Administration from Florida International University.

Julio works to provide an exceptional level of client care and service, and he invites you to contact him to see how his knowledge and service can help meet your financial needs.




*Wealth Management Lending Officers do not offer investment advice, nor make recommendations on investment products.
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.