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.