Juan Pablo Sanz Rojas
With more than 12 years of experience in Private Wealth Management, Juan Pablo joined Merrill Lynch Wealth Management in 2019 to strengthen and further develop key relationships with High Net Worth clients and corporations globally. Focusing on long term relationships centered on each client’s unique priorities, risk tolerance, time horizon, liquidity needs and goals, Juan develops strategies and holistic recommendations for High Net Worth families and their businesses.
Juan earned a Master’s degree in Management from the Ecole Superieure de Commerce (ESC) de Toulouse in France, a B.S. in Economics and a B.S. in Business Administration from the Universidad de los Andes in Colombia. He is fluent in English, Spanish and French. Juan currently holds a Certified Investment Management Analyst® (CIMA®) certification.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
