Gonzalez & Associates

Merrill Private Wealth Management
701 Brickell Avenue
Floor 11
Miami, FL 33131
(305) 416-6690
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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.
Gonzalez & Associates
Merrill Lynch Wealth Management
Welcome

As a partner in the Gonzalez & Associates advisory practice within Merrill Private Wealth Management, I lead a multi-generational team of 8 professionals that helps preserve, grow, and transfer the wealth of a select group of ultra-affluent, global families.  My team and I dedicate ourselves to taking on some of our clients' financial responsibilities to allow them to focus more intently on their particular strength in wealth creation.  Our clients count on an experienced, well-resourced team to help them reach their goals for wealth transfer, investment management, lending, and liquidity management.

Videos
We mean business
Recognition
Anthony Gonzalez
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Show more recognition
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Anthony Gonzalez
Managing Director, Private Wealth Advisor
305.530.4308
Kenneth Coto,

CIMA®,CPWA®

Managing Director, Private Wealth Advisor
305.416.6690
Andrea Fusero
Vice President, International Wealth Advisor
305.995.9280
Jose F Medina,

CIMA®,CPWA®

Assistant Vice President, Private Wealth Investment Management Specialist
305.530.3707
Diana Sol,

CPWA®

Private Wealth Relationship Manager
305.530.3690
Ilana Cotrim,

CPWA®

Officer, Registered Private Wealth Client Associate
305.416.6614
Roberto Alvarez
Assistant Vice President, Registered Private Wealth Client Associate
305.400.6008
Carrie Schaffer
Wealth Management Client Associate
561.393.4576
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.
Michael Duffy
Private Wealth Strategist
Johanna Gianni
International Wealth Strategist
Carlos Sacerio
Wealth Management Lending Officer
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 you 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®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.