The Schwartz Garcia Group
Merrill Lynch Wealth Management
701 Brickell Avenue
Floor 7
Miami, FL 33131
(305) 347.2525
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At The Schwartz Garcia Group we apply deep individual experience in finance and banking to serve clients’ complete wealth management needs. We believe financial relationships should be personal and customized. Clients should never have to call an 800-number or question whom to contact about any aspect of their financial lives.
The Schwartz Garcia Group
Merrill Lynch Wealth Management
Welcome
  • We offer advice and guidance that can help clients pursue their objectives by building and managing our own personalized or defined strategies, which may incorporate individual stocks and bonds.
  • Experience matters and we believe we have the kind of experience that gives us a perspective few financial advisor teams in the industry can match. 
  • Our mission is to understand your goals and priorities. We will take the time to ask smart questions, and listen carefully to understand where your wealth stands today and where you’d like it to be tomorrow.
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Navigate life’s turns with Merrill
About Us
Approach

Our approach to investing is grounded in an understanding of you. It all begins with a conversation. We take the time to get to know you — your children's names, how hard you worked to get where you are and how you define success. We'll work together with you to help understand your personal investment style, prioritize your goals and build an individualized plan that reflects your needs. As an investor you can benefit from the investment insights of Merrill, along with access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. There's only one financial approach that really matters — yours.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Douglas Schwartz,

CAIA®, CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
305.347.2525
Daniel Garcia,

CPFA™

First Vice President, Senior Financial Advisor
305.347.2583
Jessica Moreno
Registered Wealth Management Client Associate
305.347.2563
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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CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
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.