Gonzalez & Associates
Merrill Private Wealth Management
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.
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.
