Gonzalez & Associates

Merrill Private Wealth Management
701 Brickell Avenue
Floor 11
Miami, FL 33131
(305) 416-6690
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Gonzalez & Associates is a multi-generational team of eight professionals that helps preserve, grow, and transfer the wealth of a select group of ultra-affluent, global families within Merrill Private Wealth Management. We 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 team like ours to help them reach their goals for wealth transfer, investment management, lending, and liquidity management through our access to the extensive resources of Merrill and Bank of America.
Gonzalez & Associates
Merrill Lynch Wealth Management
Welcome

Gonzalez & Associates is a multi-generational team of eight professionals that helps preserve, grow, and transfer the wealth of a select group of ultra-affluent, global families within Merrill Private Wealth Management.  We 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 team like ours to help them reach their goals for wealth transfer, investment management, lending, and liquidity management through our access to the extensive resources of Merrill and Bank of America.

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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
Gonzalez & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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
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.
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Michael Duffy
Private Wealth Strategist
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Johanna Gianni
International Wealth Strategist
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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 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®, 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.