Ricardo Brenner is a Senior Financial Advisor on Merrill’s Global Corporate & Institutional Advisory Services team with 9 years of industry experience. Ricardo assists his clients by simplifying their financial lives through goals-based planning. Leveraging the extensive research, investment knowhow and financial wellness resources of Merrill and access to banking and lending with Bank of America, he delivers tailored strategies that include asset allocation guidance, tax-minimization strategies, cash flow management, lending, retirement income strategies, and wealth transfer solutions.
Ricardo grew up in southern Germany before moving to Atlanta, Georgia in 2005. He received his BBA in Economics from Georgia State University in 2014 and is currently pursuing his MBA through the University of Georgia with an expected graduation date of September 2025. He also holds the Chartered Retirement Planning Counselor™ designation.
Outside of the office, Ricardo enjoys spending time outdoors exploring new hiking trails his wife, Vivian and Golden Retriever Dustin – as well as traveling and trying new foods from around the world.
Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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.
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.
