Baunit Acosta

Baunit Acosta is a Financial Advisor, Senior Portfolio Advisor with over seven years of experience in the banking and investment industry. She holds the Certified Exit Planning Advisor, CEPA® certification administered by the Exit Planning Institute. She also earned the Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ designation and the Charted Retirement Planning Counselor™, CRPC™ designation. Baunit uses her unique skill set to focus on providing personalized wealth management strategies to Athletes, Business Owners and Families. Managing wealth goes beyond numbers; it is about understanding individual goals and dreams and providing guidance to pursue them. Whether it is retirement or business planning, investment management or estate planning services, my goal is to create a tailored financial plan to help you accomplish your objectives. I am originally from Cuba. Immigrated with my family to the U.S over a decade ago. I live in Ruskin with my wonderful husband, my identical twin boys, and our furry son Teddy. I love to spend time with my family, particularly vacationing in cruises.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.