Gonzalez Coto & Associates
Gonzalez Coto & Associates is a multi-generational team of nine professionals within Merrill Private Wealth Management, dedicated to serving a select group of ultra-high-net-worth global families.
We take pride in helping our clients preserve, grow, and transfer their wealth across generations. By assuming many of the financial responsibilities that come with significant wealth, we enable our clients to focus on what they do best—building wealth and an enduring family legacy.
Our clients rely on our deep experience and collaborative approach to navigate complex needs in investment management, wealth transfer, lending, and liquidity planning. Backed by the full resources of Merrill and Bank of America, we deliver thoughtful, customized strategies designed to help them achieve their most important goals.
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.
CIMA®, CPWA®
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.
