Jorge graduated from the University of Florida with double majors in finance and marketing, he also earned his CIMA® designation from the Investments & Wealth Institute™, through the Yale School of Management. Jorge is dedicated to providing clients with tailored strategies using a defined processes focused on clients’ goals and objectives in line with their time horizon and risk tolerance.
At the heart of his philosophy is a passion to build enduring client relationships, committed to providing honest guidance and outstanding service. He works with high-net-worth families through all phases of wealth accumulation, preservation, and ultimately transfer. This process includes portfolio and liability management with a focus on tax efficient lifetime retirement income.
Aside from work, he enjoys participating in community civic organizations and his alumni associations.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
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.
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.
