Gonzalez Coto & Associates is a multi-generational team of nine professionals within Merrill Private Wealth Management, dedicated to serving a select group of ultra-high-net-worth global families.
We take pride in helping our clients preserve, grow, and transfer their wealth across generations. By assuming many of the financial responsibilities that come with significant wealth, we enable our clients to focus on what they do best—building wealth and an enduring family legacy.
Our clients rely on our deep experience and collaborative approach to navigate complex needs in investment management, wealth transfer, lending, and liquidity planning. Backed by the full resources of Merrill and Bank of America, we deliver thoughtful, customized strategies designed to help them achieve their most important goals.
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.
CIMA®, CPWA®
We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.
