I began my career in the financial services industry in 2008 at Bank of America before joining Merrill Lynch Wealth Management in 2014 as a Financial Advisor. Since joining Merrill, I have enjoyed advising both domestic and international clients, building the client relationship on a personal level beyond their investments to understand clients' holistic goals and needs.
I begin each relationship by gaining a thorough understanding of each client's unique circumstances, encompassing his or her personal history, family dynamics, motivations, and passions. As a key point of client contact, I work with multiple generations of families to pursue their personal and professional goals through cohesive planning and careful implementation. I am a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Originally from Brazil and having spent much of my childhood in Venezuela, I understand the needs of global families. I am fluent in English, Spanish, and Portuguese and suited to handling the diverse needs of clients. I earned my undergraduate degree from Florida International University.
My goal is to provide an exceptional level of client care and service, and I invite you to contact me to see how my knowledge and service can help meet your financial needs.
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.