Roberto Toriz

I believe wealth goes beyond just numbers—it’s about people, stories, and impact. My purpose is to empower a new generation of entrepreneurs and leaders to achieve their goals and make a lasting difference.

With over a decade in the industry and since joining Merrill in 2023, I’ve focused on serving international ultra-high-net-worth clients, entrepreneurs, startup founders, C-suite executives, and families across the U.S. who are building their own legacies—through personalized advice, bespoke guidance, and an unwavering commitment to exceptional client service.

My work is built on trust, clear priorities, and keeping my word. Wealth management, for me, is about transparency, honesty, and respect.

Together, we create holistic strategies to help not just grow your wealth, but also seek to protect legacies, strengthen businesses, and open new possibilities. I listen carefully to your story to understand your needs and priorities—because there’s no such thing as one-size-fits-all. Every potential solution is tailored to you.

Beyond finance, I care deeply about society and the community. I’m passionate about reducing poverty and its ripple effects, while also protecting the ocean I love to explore. At the core, my mission is to build long-lasting relationships that help bring clarity, confidence, and progress to your life, family, business and legacy.