The Premia Group
Merrill Private Wealth Management
355 Alhambra Circle
Floor 16
Coral Gables, FL 33134
(305) 377.7720
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Mission Statement
As a team with multigenerational family members, we understand what it takes to manage significant wealth individual and family finances that span generations. Working with a limited number of clients, we help bring you an insightful perspective, personalized attention and boutique-like service.
Welcome

Your wealth is not an end. It’s a means to accomplish the goals that are most important to you, during your lifetime and beyond. Whether your focus is on running a business, caring for your family members and future generations, supporting the causes you care about, or enjoying life in retirement, we can help you create wealth management strategies that reflect your individual priorities.

Genuine care for you and your family – not just your finances – is our priority. We want to help you prosper in all the ways that are meaningful to you. Many of our conversations with you may be about deeper concerns that have a financial dimension.

A customized financial strategy is just one of the tools we use to help you pursue your goals. Our integrated approach to wealth management planning considers every aspect of your financial life, from business succession and legacy planning to risk management and tax efficiency.

As your private wealth advisors, we’re committed above all to developing a deep personal relationship with you and your family that is grounded in integrity and mutual trust.

Recognition
Esteban Prellezo
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The Premia Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Esteban Prellezo,

CIMA®, CPWA®

Managing Director, Private Wealth Advisor
305.377.7720
Alberto Cosio
Managing Director, Private Wealth Advisor
305.377.7712
Margarita Rodriguez,

CFP®, CIMA®

Vice President, International Wealth Advisor
305.442.6243
Marcelo Tome,

CFA, CFP®, CIMA®

Vice President, Private Wealth Senior Investment Manager
305.377.7717
Joanna Navarrete,

AWMA™

Vice President, Private Wealth Senior Relationship Manager
305.377.7716
Tahimi Cespedes
Assistant Vice President, Registered Private Wealth Client Associate
305.995.9258
Raquel Maria Trespalacios
Registered Private Wealth Client Associate
305.377.7708
Juan Fernando Landivar,

CFP®, CIMA®

Private Wealth Relationship Manager
305.530.3684
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Merrill Lynch Logo
Fernando Cano
Securities Based Lending Specialist
Bank of America, N.A.
Merrill Lynch Logo
Jason E Haft
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1003107
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.