The Ferrer, Persinski, & Retana Group

Merrill Private Wealth Management
355 Alhambra Circle
Floor 16
Coral Gables, FL 33134
(305) 774.0615
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Ferrer, Persinski, & Retana Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

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
Angel Ferrer
Managing Director, Private Wealth Manager
305.774.0608
Michael Persinski,

CFA

Managing Director, Private Wealth Manager
305.774.0607
Eugenio Retana
Senior Vice President, Private Wealth Manager
305.774.0603
Nancy Acevedo Castillo,

CRPC™

Vice President, Private Wealth Senior Relationship Manager
305.774.0609
Yarely Barba
Private Wealth Client Associate
305.774.0615
Jonathan H Goldstein
Wealth Management Specialist
305.774.0513
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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.