Miguel Munoz provides highly personalized wealth management advice and guidance to an exclusive client base of affluent families, corporate executives, professionals, business owners, and institutions.
His team structure and well-refined process provides clients with the best of both worlds: the intimacy and personal touch of a small financial boutique, coupled with the vast and powerful resources of Merrill. With extensive experience in the financial services industry, Miguel Munoz and his team strive to meet client's long term expectations while minimizing risk, preserving capital and wealth during periods of market volatility.
Miguel is dedicated to his client's welfare and seek long-term relationships that extend beyond individual transactions, span market cycles, and even generations.
He holds the Certified Private Wealth Advisor®, CPWA® designation awarded by the Investments & Wealth Institute®, the Chartered SRI Counselor™, CSRIC® designation awarded by the College for Financial Planning Institutes Corp, the Certified Trust and Fiduciary Advisor, CTFA designation awarded by the American Bankers Association, and the Certified Plan Fiduciary Advisor®, CPFA™ designation awarded by the National Association of Plan Advisors.
My practice focuses in helping Families, Executives, and Entrepreneurs navigate through the intricacies of wealth management, estate/trust planning, business succession, capital preservation/growth, income generation, education/retirement planning.
We also work with non-profit and for-profit institutional clients, assisting them in areas such as retirement/benefit planning and philanthropic/investment management/guidance.
As part of our broad diversification process, in addition to traditional investments, we work with our clients in exploring opportunities across Alternative Investments (Private Equity, Hedge Funds, Real Estate), as well as Equity and Debt New Issues.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. Jeff will discuss his perspective on the current political environment and prospective legislation.
Please email to request registration link and WebEx details.
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.
