Miguel Corvalan brings more than 30 years’ of experience in the private banking industry.
He started his career at Prudential Securities in 1986, built his experience servicing LatAm High & UHNW Clients while at Chase Manhattan Bank, Citi Private Bank, Credit Suisse Securities (USA) LLC., Credit Suisse A.G., HSBC Private Banking and Oppenheimer & Co. Inc. in senior private banking roles.
While working at Credit Suisse AG he was part of the Managing Director Evaluation Committee (MDEC) and in 2015 he was Certified as Wealth Management Advisor in Switzerland (CWMA).
Miguel worked in Buenos Aires, Miami, Geneva, Zurich and came back to Miami in 2018.
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.
