The GS Group

Merrill Lynch Wealth Management
225 Liberty Street
Floor 41
New York, NY 10281
(212) 284-5619
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For decades, we have served generations of high-net-worth and ultra-high-net-worth families in the U.S. and abroad. Our mission? To show clients that optimizing the potential of their wealth can be a rewarding and positive experience.
The GS Group
Merrill Lynch Wealth Management
Welcome

Led by its founder, Abelardo Riera, The Global Strategy Group (GS) offers the rich experience and demonstrated ability to manage high concentrations of wealth for international executives, owners of family businesses, and other affluent clients in the U.S. and abroad.

With ages that align nicely with generations of client families, the team’s seven members are devoted to nurturing relationships with clients that allow for frequent and friendly discussions of their personal and professional objectives.

Taking cues from clients holding euros, pounds and exposed to currency and market volatility in their home countries, the team typically assists clients in diversifying assets among dollar-denominated investments – especially ones that can create reliable income from bonds in the U.S. and Latin America.

Beyond investments, The GS Group aligns its efforts with those of clients’ attorneys – to craft estate planning strategies that can help strengthen the intergenerational wealth of client families. In addition, clients are given access to Bank of America, N.A. for residential and custom lending, credit cards, and specialized services that allow clients to lease boats and airplanes. 
 
“We are well aware of domestic and international regulations – and earn our stripes serving clients who value our knowledge, honesty, and thoughtfulness,” Abelardo explains. “By understanding the cultures of clients, their concerns and ambitions, we’ve come to serve a loyal clientele and many others who’ve been referred to us.”

Recognition
Abelardo Riera
Managing Director, International Wealth Advisor
Financial Times "FT400", 2013
(Published on April 11, 2013. Rankings based on data as of June 30, 2012.)
Show more recognition
The GS Group
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Abelardo Riera,

CIMA®

Managing Director, International Wealth Advisor
212.284.5619
Eduardo Herrera
Assistant Vice President, International Wealth Advisor
212.284.5669
Marguerite Platt
International Wealth Advisor
212.284.5624
Julio C. Franco,

CAIA®,CFA®

Senior Vice President, International Wealth Advisor
212.284.5621
Yennifer Castaneda
Officer, Wealth Management Client Associate
212.284.5661
Ines Baquero
Wealth Management Client Associate
212.284.5634
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.