MOSKOWITS BIELFIELD WILLIAMS & ASSOCIATES

Merrill Lynch Wealth Management

8840 S.W. 136th St.
Miami, FL 33176
(305) 252-5644
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ARE YOU READY?
MOSKOWITS BIELFIELD WILLIAMS & ASSOCIATES
Merrill Lynch Wealth Management
Welcome

The Bielfield/Moskowits Group focuses on providing customized advice and guidance to help make sure YOU ARE READY!

Based in the Miami At The Falls Merrill Lynch Wealth Management office, our mission is to effectively assist clients in the identification of the goals that matters to them.  There is no goal, question, or need too small to help make certain that 
YOU ARE READY! 

With our Goals Based Wealth Management practice, we strive to simply and clearly provide the strategy to what you are asking of us...that
YOU ARE READY!

Are you now more curious about who we are and if
YOU ARE READY? 

Please read our Philosophy, Approach, and Capabilities sections.

About Us
Philosophy

It is such a simple question, but sometimes the answers are not so simple. With our Goals Based Wealth Management practice we utilize a holistic, dynamic approach to serving your goals no matter how big or small they may be. We simplify the answers to your questions with our human touch (something that has been quite forgotten in this ever faster moving life), but we also have the scale of a global institution of Merrill and Bank of America should you require a depth of knowledge and capability beyond that of our caring local wealth management team.

Rest assured we have the local and global specialists and resources to help make certain You Are Ready!

Meet Our Team
Bryan Moskowits,

AAMS™, CRPC™

Senior Vice President, Senior Financial Advisor
305.252.5698
Kira Williams,

CFP®, CPFA™

Senior Financial Advisor
305.252.5644
Maria V Valdes
Registered Senior Wealth Management Client Associate
305.252.5615
Stephen Williams
Registered Wealth Management Client Associate
305.252.5613
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.
Carlos Sacerio
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1285843
Cecilia Remy
Retirement Specialist
Bank of America, N.A.
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
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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AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
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.