RFB Wealth Advisors

Merrill Lynch Wealth Management
225 Liberty Street
Floor 41
New York, NY 10281
(212) 284-5639
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Our mission is to empower individuals and families across generations to achieve financial security and success through education and guidance on wealth management planning. We believe that intergenerational education is a powerful tool for building wealth and strengthening communities. By providing personalized support and a commitment to excellence, we aim to be a trusted partner in helping our clients identify and plan to accomplish their financial goals.
RFB Wealth Advisors
Merrill Lynch Wealth Management

Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Luz Rosado
Senior Vice President, International Wealth Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Working Mother's "Top Wealth Advisor Moms", 2019
(Published on October 3, 2019. Rankings based on data as of Mar 31, 2019.)
Working Mother "Top Wealth Adviser Moms", 2020
(Published on September 29, 2020. Rankings based on data as of Mar 31, 2020.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2022-2023
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
About Us

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
Luz Rosado
Senior Vice President, International Wealth Advisor
Jorge Ferreira
Senior Vice President, International Wealth Advisor
Ivan Augusto Briggiler,


Senior Vice President, International Wealth Advisor
Mauricio Rojas,


Analyst Investments
Michael De Paula
Registered Senior Wealth Management Client Associate
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.
Maria Del Carmen Diez Badell
International Wealth Strategist
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.