Carlos Eduardo Calado De Oliveira
Originally from Brazil, I spent nearly a decade helping individuals, families, and business owners pursue their financial goals. My passion for helping clients navigate important financial decisions stems from a deep appreciation for the role planning, discipline, and perseverance play in achieving long-term success.
Moving to New York City was a lifelong dream. Inspired as a child by the classic film Home Alone 2: Lost in New York, I was captivated by the energy and opportunity the city represented. I understood that building a life and career in a new country would require determination, resilience, and hard work.
I believe that every financial journey is unique. By taking the time to understand what matters most to each client, I work to develop personalized strategies aligned with their priorities, aspirations, and vision for the future.
Outside of the office, I enjoy spending time with my family, especially my wife and the duo I affectionately call "Double Trouble"—my son, Luke, and my niece, Zoe, who are only three months apart and have grown up as next-door neighbors.
An active member of the Astoria, Queens community, I enjoy exploring the neighborhood's renowned Greek cuisine. For more than eight years, I’ve been frequenting many of the same local restaurants, appreciating both the food and the relationships built along the way. I also enjoy spending time outdoors, including fishing, hiking, and visiting New York's many state parks.
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand, in great detail, exactly where you stand today and where you'd like to be tomorrow. I work with you to design and bring to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
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.
