New York International Group

Merrill Lynch Wealth Management
701 Brickell Avenue
Floor 10
Miami, FL 33131
(305) 377.7784
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New York International Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
New York International Group
Welcome

Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
New York International Group
Forbes "Best-in-State Wealth Management Teams", 2023, 2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

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
Ritchie Gomez
Managing Director, International Wealth Advisor
212.236.2191
Fernando Coello de Portugal
Managing Director, International Wealth Advisor
305.377.7784
Edward H Abitanta,

CIMA®

Senior Vice President, Senior Consultant
212.236.2140
Basilio Lukis,

CFA

First Vice President, International Wealth Advisor
212.236.2323
Christian Jarrin
Vice President, Financial Advisor
305.400.6018
Siulin M Kang
Wealth Management Specialist
305.530.3685
Marc C. Vazquez
Wealth Management Client Associate
212.236.2175
Caroline S Bravo
Officer, Wealth Management Client Associate
212.236.2104
Valeria Mondino
Officer, Wealth Management Client Associate
305.530.3712
Maria Isabel Marulanda
Wealth Management Client Associate
212.236.2201
Jacqueline Maria Chan-Rodriguez
Wealth Management Client Associate (FP)
305.400.6001
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.
Natalie De La Calle
Alternative Investments Regional Specialist
Bank of America, N.A.
Maria Del Carmen Diez Badell
Wealth Strategist
Merrill
Johanna Gianni
Wealth Strategist
Merrill
Expand to see all specialists
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.