Jose J. Hernandez
,

First Vice President, Senior Financial Advisor

3455 Peachtree Road N.E.
Atlanta, GA 30326
404.231.7795
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

I have been a part of the financial services industry since 2004 and joined Merrill Lynch Wealth Management in 2010. I focus on my clients’ goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement my ability to help clients pursue the financial lifestyle that is most meaningful to them. 

I am a problem solver who works to simplify high-net-worth clients’ financial lives. In addition, I assist clients in identifying and prioritizing their various goals—including investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. I am a firm believer in paying close attention to both sides of a client’s balance sheet, which is why I offer access to the banking convenience of Bank of America, to provide strategic and personalized banking guidance focused on your needs. 

I work hard to gain my clients’ trust and I am committed to helping optimize their resources so they can make the most of what they have. Lastly, I am a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help my clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers’ strategies, funds or portfolios.


*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

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.

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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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.
Jose Joaquin Hernandez is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.