Pilar Urrego
,

Vice President, International Wealth Advisor
NMLS #522369

701 Brickell Avenue
Miami, FL 33131
305.530.3629
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Pilar is a results oriented former financial executive with extensive success in wealth management, brokerage and banking. With over twenty years of experience it the different areas of the financial services industry, Pilar brings a comprehensive approach to helping clients and families in the journey to achieve their financial goals.  Using a goals based wealth management methodology, she is able to create a plan, set it in motion and guide her clients through every step of the way. 
 
Pilar started her career at Charles Schwab where she began as a temporary employee and ultimately held multiple sales and managerial positions, both in the international and domestic markets.  She has had the fortune of serving in different sales and leadership roles at Bank of America, Merrill, and HSBC as well. This experience gives her a unique ability to see the big picture while recognizing the need to pay attention to the details in strategy, client experience and execution.
 
Pilar’s focus on the team is to deepen client relationships and assure an exceptional client experience.  She also leads business development initiatives with an emphasis on educating and guiding women through the wealth management process, an area she holds close to her heart.
 
Originally from Colombia, Pilar has lived in Canada, Venezuela and Puerto Rico.  She has a Finance and International Relations degree from Universidad Externado de Colombia and an MBA with an International Business emphasis from the University of Miami.  She holds her Series 7, 9-10, 24, 63 and 66  FINRA registrations and Life-Variable Life/ Health Insurance licenses.
 
Pilar now calls Miami home where she lives with her husband Juan Pablo as "empty nesters." Her two sons Daniel and Felipe are young adults living independently.  She enjoys running, swimming, cycling and on the weekends barbecuing and trying new recipes to share with family and friends.

About Me
Welcome

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.

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
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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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.
Pilar Urrego is registered to do business in AR, CA, CO, CT, DE, FL, GA, MA, MD, NC, NV, NY, PA, TX.