The INFINSE Group

Merrill Private Wealth Management
701 Brickell Avenue
Floor 11
Miami, FL 33131
(305) 530-4364
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The INFINSE Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Juan-Carlos Marino
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Forbes "Best-in-State Wealth Advisors" list in 2018, 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Forbes "Best-in-State Wealth Advisors", 2018-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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
Juan-Carlos Marino
Managing Director, Private Wealth Advisor
305.530.4364
Frank Di Rocco,

CPWA®

Managing Director, Private Wealth Advisor
305.530.3612
Jaime Court,

CIMA®

Managing Director, Private Wealth Advisor
305.530.4370
Christopher E Yoda
Assistant Vice President, Private Wealth Investment Management Specialist
305.530.4362
Ricardo Javier Albor,

AAMS™

Investment Management Specialist
305.995.9270
Monica Penichet,

AWMA™

Assistant Vice President, Private Wealth Business Manager
305.530.3615
Abraham Capote
Private Wealth Client Associate
305.530.3642
Nieves Darias
Officer, Private Wealth Client Associate
305.416.6634
Melissa Vizcaino
Private Wealth Client Associate
305.530.4358
Esteban Diaz
Vice President, International Wealth Advisor
305.530.3659
Maria Julia Garcia,

CIMA®

Assistant Vice President, International Wealth Advisor
305.530.3648
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.
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 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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.