The Lequerica Group at Merrill Lynch Wealth Management is a father son team located in Miami. FL with over 23 years at Merrill and over 35 years in the wealth management profession. We are well positioned to provide financial advice on a global scale to our clients. Prior experience includes Citibank N.A in New York, Citicorp bank Zurich Switzerland, Chase Manhattan Bank Suisse, Geneva Switzerland and Chase Manhattan Buenos Aires Argentina before joining Merrill in 1994.
We are well positioned to provide clients with a scalable and consistent approach to help each achieve their financial goals. We focus on developing an in-depth understanding of their life priorities and explore together what is truly important in life's goals. After understanding the client's goal, we then tailor strategies which are designed to meet the financial and personal need of each our client's and review them to help ensure continuity in an ever changing landscape. We believe Merrill provides clients with the best resources combined with state of the art technology.
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.
