The SamandarPerezSims Team

Merrill Lynch Wealth Management

701 Brickell Avenue
Floor 11
Miami, FL 33131
(305) 530-3769
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The SamandarPerezSims Team
Merrill Lynch Wealth Management
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
Joanna Sims
Senior Vice President, International Wealth Advisor
Forbes "America's Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
The SamandarPerezSims Team
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
George Perez,

CFA

Senior Vice President, International Wealth Advisor
305.530.3607
Joanna Sims
Senior Vice President, International Wealth Advisor
305.530.3725
Rebecca Samandar
Vice President, International Wealth Advisor
305.530.3737
Carolina Aldana
Wealth Management Client Associate
305.530.3643
Agustin Oliva
Registered Wealth Management Client Associate
305.530.3769
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.
Michael Duffy
Private Wealth Strategies Advisor
Carlos Sacerio
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1285843
Fernando Cano
Securities Based Lending Specialist
Bank of America, N.A.
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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