Juan Pablo has worked in the Global Wealth Management industry since 2014 when he arrives to Miami from Brazil. During this time, he has the opportunity to work alongside with some of the leading international families. His career includes experience in the area of investments, portfolio structuring, financing structures and commercial & corporate banking. His focus has always been to apply his experience, creativity and excellent service to work client side for providing advice during the different financial events of international families.Juan Pablo joined Merrill Lynch Wealth Management in 2021 as a Financial Advisor. During his career he has had the opportunity to work for different institutions such as HSBC, Banco Santander and Merrill.He is fluent in English, Spanish and Portuguese. He holds Series 7, 63 and 65 FINRA registrations.
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.
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.
