Carlos has been in the financial services industry for over 15 years and just recently joined Merrill Lynch Wealth Management in 2016. He has dedicated himself to helping his clients reach their financial goals by understanding their specific short, medium and long term goals and then tailoring advice and guidance aimed to meet and surpass those same goals. The journey is as important as the destination and Carlos strives to earn your trust before he earns your business. He has the full spectrum of Investment and Retirement strategies as well as the full suite of retail banking products through Bank of America to assist him in helping to ensure his clients' financial independence.
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.
