Miguel Munoz
,
Vice President, Wealth Management Advisor
NMLS #578718
1700 Route 23
Wayne, NJ 07470
973.686.6004
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

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; as well as, the Certified Plan Fiduciary Advisor, CPFA designation awarded by the National Association of Plan Advisors. 

In addition to his day to day responsibilities, Miguel is also responsible for coordinating syndicate distributions of Initial Public Offerings (IPO), Initial Debt Offerings, and Secondary Equity Offerings for his team's clients and the Wayne NJ Office.

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About Me
Welcome

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.
Meet Our Professional Staff
Nicole A Barber
Wealth Management Client Associate
973.305.3843
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Tricia Kropp
Wealth Strategies Advisor
Janet Oleary
Employee Benefits Specialist
Giancarlo Barone
Alternative Investments Regional Specialist
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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 SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Miguel Munoz is registered to do business in CA, DE, FL, GA, MA, NC, NJ, NY, PA, VA.