With enthusiasm and profound gratitude, I aim to make a positive impact in my clients’ life journeys. For 25 years, I have had the privilege of developing intimate relationships anchored in values of trust, empathy, and integrity. In 2000, I started my career at ABN Amro Bank in Miami and joined Merrill 7 years later. I earned a Bachelor's Degree in Business Administration from Florida International University and a Master's Degree from the University of Miami, graduating Summa Cum Laude. In 2016, I was awarded the Certified Private Wealth Advisor® CPWA® designation by the Investments & Wealth Institute™ (The Institute), taught in conjunction with the Chicago Booth School of Business. I speak Spanish and Portuguese and work with a select group of families in the US and abroad.
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 understand 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. Let's have the first of many candid conversations.
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.
