Posse & Associates
701 Brickell Avenue
Miami, FL 33131
305.416.6685
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Welcome

Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Luis Posse
Senior Vice President, International Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Philosophy

It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.

Meet Our Team
Luis Posse
Senior Vice President, International Wealth Advisor
305.416.6685
Jillian M Lopez
Assistant Vice President, Wealth Management Associate
305.416.6612
Nicole Esquenazi
Registered Wealth Management Client Associate
305.530.3780
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.
Kevin Laipcigier
Wealth Management Banking Specialist
Merrill
Carlos Sacerio
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1285843
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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