The Bensadon Wealth Management Group

Merrill Lynch Wealth Management
200 S. Biscayne Blvd
Suite 4500
Miami FL 33131
(305) 577.6977
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At the Bensadon Wealth Management Group, our mission is to redefine wealth management by delivering a white‑glove, concierge‑level experience where every detail is anticipated, every strategy is bespoke, and every client feels unmistakably prioritized. We strive to curate an elevated financial journey—one that blends proactive planning, world‑class resources, and the personalized attention of a dedicated, highly skilled team that thinks several steps ahead so you never have to. Our commitment is simple: To provide accomplished individuals, families, and business owners with the confidence, clarity, and elite service they deserve—transforming complex financial decisions into a seamless, luxury experience built around what matters most to them. We don’t just manage wealth. We seek to orchestrate a financial experience worthy of being shared, trusted, and passed on for generations.
The Bensadon Wealth Management Group
Welcome
We deliver a luxury‑concierge approach to wealth management—proactive, highly personalized, and thoughtfully engineered to help preserve and grow your wealth. With direct access to Merrill’s investment platform and Bank of America’s comprehensive banking and lending capabilities, we serve accomplished individuals, families, and business owners with clarity, confidence, and foresight. Our team anticipates complexity, so you can focus on what matters most.
Recognition
Ron Bensadon
Managing Director, International Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2022-2025
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
About Us
White‑Glove Wealth Management, Built Around You

We believe exceptional wealth management should feel effortless—because your team is anticipating what's next, not reacting to what already happened. Our philosophy is simple: your financial plan and investment approach should be bespoke, coordinated, and built around your goals, values, and legacy.

That means we don't lead with products or generic models. We start with what matters to you, then design strategies intended to evolve as your life and opportunities change. We aim to be a trusted resource—one point of accountability—connecting you to the specialized capabilities of Merrill and the banking and lending solutions of Bank of America when appropriate.

Meet Our Team
Ron Bensadon,

CFP®

Managing Director, International Wealth Advisor
305.577.6977
Maria T Kattan
Assistant Vice President, Private Wealth Associate
305.577.6978
Jose Carreras,

CPFA®, CPWA®

Assistant Vice President, Wealth Planner
305.577.6969
Brittney Molina
Officer, Wealth Management Client Associate
305.577.6931
Jana Stiss
Officer, Registered Wealth Management Client Associate
305.577.6996
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.
Kurt A. Niemeyer
National Structured Credit Executive
Bank of America, N.A.
Michael Duffy
Private Wealth Strategies Advisor
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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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.