Luz Rosado

Senior Vice President, International Wealth Advisor
NMLS #1656544
75 Rockefeller Plaza
6th floor
New York NY 10019
(212) 284.5639
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My mission is to understand your life priorities—because wealth is more than markets and returns; it’s about what matters most to you. I collaborate with you to design a personalized strategy that reflects your family, your goals, and your aspirations. Whether planning across borders, building multigenerational legacies, or navigating complex financial decisions, my focus is on aligning your wealth with your life.
Profile
Managing wealth begins with understanding your complete financial picture and what matters most to you. I work with you to design strategies that adapt to today’s dynamic markets while staying aligned with your goals. Through Merrill’s investment insights and the banking and lending solutions of Bank of America, I help simplify complexity and create personalized plans for families with global connections—focused on building, preserving, and transferring wealth across generations.
Recognition
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 Next Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024-2025
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
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About Me
Welcome

My mission is to understand what matters most to you and your family. I begin by listening—asking thoughtful questions to gain a clear picture of your wealth today and where you want it to be tomorrow. From there, I help design and implement a personalized strategy that reflects your priorities, manages risk, and adapts to changing markets. Every step is focused on turning your goals into reality with clarity and confidence.

Meet Our Professional Staff
Mauricio Rojas,

CRPC™

International Wealth Management Specialist
212.284.5703
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.
Juan Morales
Wealth Management Banking Specialist
Merrill
Maria Del Carmen Diez Badell
International Wealth Strategies Advisor
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.
Luz Rosado is registered to do business in AL, AZ, CA, CO, CT, DC, DE, FL, IL, MD, MI, MN, NJ, NV, NY, PR, SD, TX, UT, VI.