Abel Fernandez
As a Financial Advisor, Abel not only strives to be a trusted resource, but also a personable and approachable steward who values relationships both professionally and personally. With a strong foundation in financial strategies, tax planning and estate management strategies, Abel works closely with individuals, families, and businesses to craft customized wealth management plans that align with long-term goals. Outside of the office, you can usually find Abel on the golf course, grilling, or simply enjoying quality time with friends and family, which reinforces his belief in the importance of balance and connection. Known for his integrity, attentiveness, and strong communication skills, Abel aims to foster lasting relationships by offering thoughtful, tailored advice that assists clients in navigating financial challenges while pursuing their goals. Whether helping clients plan for retirement or passing on wealth to the next generation, his commitment to service extends beyond finances, helping to ensure that clients feel confident and secure every step of the way.
I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America I will work with you to develop an approach designed to help address your financial needs.
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.
