Rolando Handal
I am a seasoned wealth advisor with over 28 years of financial services industry experience and focus on helping High-Net-Worth families navigate the complexities of Wealth Management. My Wealth Management practice focuses on business owners, C-Suite executives, and physicians residing in the United States and abroad delivering a tailored approach to financial planning that addresses the unique needs and goals of each client. I provide access to the investment insights of Merrill to help address the various aspects of clients’ financial lives while offering a broad range of High-Net-Worth capabilities including investment management, portfolio construction, estate planning services, tax optimization strategies, alternative investments, as well as lending through Bank of America.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
I currently hold the Certified Private Wealth Advisor® designation to assist in guiding clients through the many complex issues faced by wealthy individuals and families. Areas of expertise include portfolio strategies, wealth transfer, family dynamics, risk management, asset preservation strategies, closely held business ownership, charitable giving, estate planning strategies, retirement planning, and more.
I also hold the Certified Exit Planning Advisor designation to help provide guidance to business owners and corporate executives in preparing for an effective exit from a business.
I also hold the Certified Plan Fiduciary Advisor® designation to assist business owners with retirement plan management and provide guidance to plan sponsors on regulatory requirements, investment options and risk management.
I received a B.A. in International Relations from Florida International University and a Master's in Business Administration from the University of Miami. In my free time I enjoy travelling, boating, fishing, and attending sporting events with my wife, two children.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.
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.
