Miguel specializes in helping high net worth individuals and business owners build, protect, and transition their wealth. As a CERTIFIED FINANCIAL PLANNER® professional, he brings a disciplined, planning-first approach to every client relationship.
With 8 years in wealth management and 13 years in the financial industry, Miguel has built his practice around a simple idea: clients deserve a plan, not just a product.
Outside the office, Miguel is an avid traveler who's explore everywhere from Japan to the Galapagos, an enthusiastic golfer, and a fitness devotee who trains year-round. He brings the same discipline and long-term thinking to his own goals that he brings to client's financial plans.
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.
