The Carvajal-Lipkowitz Group

Merrill Lynch Wealth Management
401 East Las Olas Blvd
Fort Lauderdale, FL 33301
(954) 357-4509
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Every member of The Carvajal-Lipkowitz Group works synchronously to provide a multifaceted approach to goal-based wealth management. Our team prides itself on providing white-glove level service and a personalized approach with every person we are fortunate enough to work with whether they be located within the United States or internationally. This coupled with Merrill’s global platform allows our team to provide an array of pertinent solutions to help our clients achieve their objectives.
The Carvajal-Lipkowitz Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you’d like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.

Videos
Welcome
Recognition
Gustavo Carvajal
Senior Vice President, International Wealth Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
The Carvajal-Lipkowitz 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.)
About Us
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.

Meet Our Team
Gustavo Carvajal
Senior Vice President, International Wealth Advisor
954.357.4509
Bradley Lipkowitz
Senior Vice President, Sr. Resident Director - International Wealth Advisor
305.918.7706
Patrick Feeney,

CFP®

Vice President, Senior Wealth Planner
954.357.4556
Francheska M Ruiz,

CFP®

Assistant Vice President, Wealth Management Specialist
954.357.4534
Leticia A Presmany
Officer, Registered Senior Wealth Management Client Associate
954.357.4586
Adriana Garcia
Registered Wealth Management Client Associate
954.357.4536
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael Duffy
Private Wealth Strategist
Nicholas Karpinski
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Ana Acevedo
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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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.