Sofia Aviles
The concept of “giving back” drives me to want to help people who may be facing financial challenges such as retirement income planning and educational funding. The process begins by using Merrill’s wealth planning approach to help you identify and pursue your financial goals and dreams.
There are significant demands and complexities that can come along with different levels of wealth. Understanding your family, your concerns, goals and priorities provides the insight needed to walk you through a range of potential opportunities and strategies—and ultimately create a personalized plan that's aligned with your specific needs.
Think of me as a guide and teacher who can help you and your family—including the younger generation—understand the planning process, how the markets operate, and the power of creating a financial strategy designed to help you grow and preserve wealth. Appreciating the importance of being supported at various moments in life fuels our desire to offer the same commitment to you.
My mission is to empower clients through financial advice that is tailored to their unique needs and goals. I prioritize understanding my clients' individuals goals, risk tolerance, and life circumstances to craft a tailored financial plan. I want to provide clear and actionable advice that helps ensure clients are able to achieve their goals.
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.
