Fenix Wealth Management Group

Merrill Private Wealth Management

701 Brickell Avenue
Floor 11
Miami, FL 33131
(305) 995-9283
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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.
Fenix Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Fenix Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Our Approach
Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Meet Our Team
Juan Pablo Benavides,

CIMA®

Managing Director, Private Wealth Advisor
305.530.3739
Alejandro Villegas
Senior Vice President, Private Wealth Advisor
305.995.9283
Alfredo Michael
Managing Director, Private Wealth Manager
305.416.6647
Laura Michael
Vice President, Financial Advisor
305.530.3691
Martin Piedrahita,

CFA

International Senior Investment Manager
305.416.6604
Corina Alexandra Martinez,

CIMA®

Private Wealth Investment Management Specialist
305.530.3661
Melanie Isabel Lithgow,

AWMA™

Private Wealth Relationship Manager
305.530.3616
Lisette Arango
Private Wealth Client Associate
305.995.9271
Alex Diez-Canseco
Private Wealth Client Associate
305.416.6605
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
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Michael Duffy
Private Wealth Strategist
Merrill Lynch Logo
Johanna Gianni
International Wealth Strategist
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Carlos Sacerio
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1285843
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.