Gonzalo is dedicated to providing well-rounded professional advice and guidance designed to help business executives and entrepreneurs manage their wealth. His approach to wealth management starts by looking at a client’s overall financial picture from the bottom up, and he strives to offer clients consistent, high-quality service.
Since joining Merrill Lynch Wealth Management in 2014, Gonzalo has focused on developing and servicing clients both domestically in the U.S and abroad. As part of his holistic approach, he works closely with clients’ family offices, Trust professionals, and accountants.
Gonzalo earned his BA in Political Science and International Relations at Florida International University. In 2018, he obtained the Senior Portfolio Advisor designation in Merrill. Gonzalo was born in Caracas, Venezuela and moved to the United States in 1998. He is fluent in Spanish, English, and some knowledge of Italian.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
