Jorge Aguilar
As a Merrill advisor, I take pride in combining the strength of a global firm with a personal, human approach. I believe great planning starts with listening. I welcome individuals and families from all backgrounds, across generations, with a special focus on next-generation professionals, multigenerational households, the LGBTQ+ community, and Hispanic families.
I understand that every client has a unique story, identity, and set of dreams. You may be advancing in your career, launching a business or creative venture, starting a family, or choosing to travel and live life on your own terms. Whatever your path, these moments impact your finances, and I’m here to help you navigate them with clarity and confidence.
My goal is to make planning feel empowering, not overwhelming. We work together to design a strategy that reflects your goals, values, and lifestyle.
I attended Universidad San Ignacio de Loyola in Lima, Peru, and hold the SE-AWMA™ designation (Sports & Entertainment Accredited Wealth Management Advisor™).
This advanced training strengthens my ability to support executives with complex compensation, founders, entrepreneurs, and high-net-worth families and individuals navigating sophisticated planning needs such as tax-efficient strategies and multi-entity structures . It also deepens my understanding of the financial realities of professionals in sports, entertainment, and the broader creative economy.
Outside of work, I’m involved with the Bank of America NYC Business Council - LGBTQ+ Chapter. I live with my partner in Chelsea, NYC, and we love exploring new cultures around the world. At home, you’ll usually find me in a dance class, swimming, or enjoying the city that inspires me every day.
*Sports & Entertainment Accredited Wealth Management Advisor™ , SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
While every client deserves personalized financial guidance, I focus on empowering LGBTQ+ individuals and families to align wealth with lifestyle, values, and long-term goals.
Members of the LGBTQ+ community often prioritize financial independence as a path to living authentically. Whether you're focused on lifestyle, travel, starting a family, or building a legacy, I offer guidance that respects your values and ambitions. Many LGBTQ+ individuals are more likely to start businesses, pursue creative interests, and relocate in retirement—so we build strategies that reflect your unique journey.
I also understand the importance of trust: LGBTQ+ clients often seek advisors who truly get them. That's why I take time to listen, connect, and create plans that align wealth with purpose.
Through Merrill's resources and Bank of America's lending solutions, we'll create a plan that's as unique as you are.
Services tailored to LGBTQ+ clients include:
- Family-building financial planning (adoption, surrogacy, fertility treatments)
- Lifestyle-based financial planning (traveling budgeting, retirement relocation strategy, large purchases, art services and lending)
- Lifestyle protection and risk management.
- Estate planning services with inclusive language and protections.
- Creative and entrepreneurial wealth planning.
- Legacy and philanthropic giving aligned with identity and values.
- Non-traditional investment guidance (vacation homes, rental properties, personal ventures)
- Education and resources for the next generation (financial literacy, saving strategies)
My Philosophy: Everyone deserves a financial guide who sees them fully. I believe in celebrating individuality and creating strategies that reflect your truth. —not fit you into a mold.
My Approach: I listen deeply, ask thoughtful questions, and build strategies that reflect your values, lifestyle, and goals—without assumptions or judgment.
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.
