Maria Garcia
,

Assistant Vice President, International Wealth Advisor
NMLS #1101833

701 Brickell Avenue
Miami, FL 33131
305.530.3648
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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

Maria Julia joined Merrill in 2001, after graduating from Boston University with a Bachelor’s degree in Economics. In 2010 Maria Julia received her Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investments & Wealth Institute (The Institute). In her spare time, Maria Julia likes to read and cook. Together with her husband, Ruben, Maria Julia enjoys hosting dinner parties. They reside in Miami, Florida with their children, Paulina and Martin. The family often participates in Charity runs and Children/Family events.

Maria Julia offers guidance to a select group of wealthy families through a goals-based wealth management approach. She focuses on building a personal relationship with her clients and understanding their risk tolerance. Her service is around a client's entire financial needs; starting with the identification of the family’s short and long-term objectives, ending with a continuous companionship throughout the market cycles, resulting in those objectives not being side tracked by client's emotions.

Through the market's complex environments, she is constantly striving to take advantage of current market opportunities that are in line with her client's aspirations and risk profiles. In addition, as client's objectives and personal circumstances change, she efficiently utilizes Merrill’s investment resources and the banking strength of Bank of America, in order to accommodate them with bespoke strategies.

Finally, she prides herself on the relationship she has with her clients; who experience a friendly relationship based on integrity, respect, and understanding.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

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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.
Fernando Cano
Securities Based Lending Specialist
Bank of America, N.A.
Maria Del Carmen Diez Badell
International Wealth Strategies Advisor
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Maria Garcia is registered to do business in AR, AZ, CA, CO, DC, DE, FL, GA, IL, MA, MT, NC, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, VI, WY.