Julian Lopera
Senior Vice President, Wealth Management Advisor
701 Brickell Avenue
Miami, FL 33131
Learn more about an advisor's background on
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.

Julian Lopera has been in the financial services industry for more than 10 years, all of which have been with Bank of America or Merrill in various capacities. Having worked with many families in a Relationship Manager role, he understands the complex needs of individual clients and helps to ensure a customized approach for success. Julian utilizes his experience in business banking and strong relationships with Firm specialists in order to help meet every aspect of the financial lives of his high net worth clients.

Julian’s investment philosophy involves wealth preservation with a focus on consistent growth with the eventual goal of intergenerational transfer. He works with his high net worth clients in order to identify key life goals and formulates a life plan that leverages the experience of his business partners and the vast suite of cutting edge services of Merrill. Strategies may include equities, fixed income, alternative investments, options, ETFs and other types of investments. In addition, Julian can offer clients access to banking, credit and lending from Bank of America, N.A.

Julian is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.

Julian earned his Bachelor of Science Degree from the University of Florida. He holds the Series 7 and 66 FINRA registrations for a Financial Advisor. He is fluent in Spanish and is involved in the community with Big Brothers Big Sisters of Greater Miami. Julian lives in the Brickell area of Miami and in his free time enjoys traveling and competing in triathlons.

*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors. *Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill advisor. 
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

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.

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.
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
Julian Lopera is registered to do business in CA, CO, DE, FL, GA, NC, NM, NV, NY, PA, PR, TX.