Cesar Otero

Financial Advisor
NMLS #848274

4705 S Apopka Vineland Rd
Orlando, FL 32819
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Take charge of your financial future
About Me

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.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
LaToya Marks
Wealth Management Banking Specialist
Matthew West
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1336519
Wednesday, June 26th 2024| 6:00pm
Cybersecurity Seminar

Guest speaker: Lynn Martin, Cyber Crime Sr. Specialist from Bank of America

Space is limited, so please contact me to RSVP by June 21st

We look forward to seeing you (bringing guests is welcome)

Food and drinks will be provided.

Location: Ocoee Lakeshore Center;
125 Lakeshore Dr, Ocoee, FL 34761

- How to protect your phone
- Protecting your computer
- Scams happening in your area
- How AI is being used against you
- How hackers are getting in
- What can help

About Merrill

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.

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Cesar Otero is registered to do business in FL, IL, PR, TX, VA.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.