Magee, Avila & Associates

Magee, Avila & Associates was founded with a clear vision: to unite the expansive resources of one of the world’s most respected wealth management firms with the personalized attention and care of a boutique practice. Our team brings together more than 100 years of collective industry experience and takes a hands-on, thoughtful approach to investment guidance and financial planning. This depth of experience allows us to serve high-net-worth families and organizations with comprehensive strategies tailored to their full range of financial needs.
Our first priority is gaining a thorough understanding of your unique circumstances, priorities, and goals. With this foundation, we are able to leverage the breadth and strength of Merrill and Bank of America to deliver timely, relevant recommendations. By combining a wide array of strategies with a deep commitment to what matters most to you, we create a framework designed to support and advance your life’s goals.
Throughout your financial journey, we remain focused on where you want to go and provide guidance on how to get there through a disciplined, holistic approach to wealth management. We believe this thoughtful process offers the strongest opportunity for long-term success.
Above all, we want our clients to understand the level of dedication we bring to every relationship. Our promise is to provide exceptional advice and service through a highly skilled, engaged team that takes the time to truly understand who you are and what you value most. It is this commitment that makes Magee, Avila & Associates not just a financial partner, but a trusted resource for life.