Alfonso has been in the financial services industry since 2001 and with Merrill Lynch Wealth Management since 2011. He holds FINRA Series 7 and 66 registrations. Prior to joining Merrill as a Financial Advisor, Alfonso worked in the mortgage business where he focused on residential financing. Alfonso holds the Chartered Retirement Planning Counselor, CRPC^® designation and is also a qualified Portfolio Advisor. 

We focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then we help them create a customized wealth management approach that can be flexible as their needs and market conditions change. We provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. We are driven by our passion for delivering excellent service and helping clients pursue their goals.

Alfonso is dedicated to his community. He is a member of the Finance Committee at St. Hugh Catholic Church and School, and is actively involved in Habitat for Humanity and his local parish ministries. He is a native Floridian and currently resides in Coral Gables, FL with his wife, Carmen, and their two sons.



*A Portfolio Advisor, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers’ strategies, funds or portfolios.
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.