Jimenez & Associates
Merrill Lynch Wealth Management
701 Brickell Avenue
Floor 11
Miami, FL 33131
(305) 530.3629
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Mission Statement
Our team is comprised of talented and experienced financial advisors who are committed to building strong relationships with you based on trust and one-on-one collaboration.
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
Jimenez & 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.)
About Us
Value Proposition

The team's broad financial experience, which has been compiled through many market cycles, should be a focal point for individuals, families and businesses seeking a balanced financial planning approach. We believe that wealth must be carefully managed to help you achieve outcomes that are personally meaningful to you.

Meet Our Team
Juan Jimenez-Ullate,

AAMS™

Senior Vice President, International Wealth Advisor
305.530.4302
Nereyda C Cestary
Assistant Vice President, Wealth Management Associate
305.530.3649
Pilar Urrego,

CPWA®

Vice President, International Wealth Advisor
305.530.3629
HECTOR SANCHEZ
Assistant Vice President, International Wealth Advisor
305.530.3640
Santiago  Corvalan
Santiago Corvalan
Wealth Management Client Associate
305.530.4304
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.
Fernando Cano
Securities Based Lending Specialist
Bank of America, N.A.
Carlos Sacerio
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1285843
Maria Del Carmen Diez Badell
International Wealth Strategies Advisor
About Merrill

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.

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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.
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.