Alfonso Jimenez
,
Senior Vice President, International Wealth Advisor
NMLS #377185
8840 S.W. 136th St.
Miami, FL 33176
305.252.5643
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.

About Me
Welcome

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.

Meet Our Professional Staff
Lelannia M Feliz
Wealth Management Client Associate - Resident Director Assistant
305.252.5681
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.
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Carlos Sacerio
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1285843
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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Alfonso Jimenez is registered to do business in CA, CO, CT, DC, FL, GA, IL, MA, NC, NJ, NY, PR, UT, VA.
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.