Joel Davila
Joel has been in the financial services industry since 2001, working as an actuarial consultant with a human resources consultancy and as a financial advisor at another financial firm before joining Merrill Lynch Wealth Management in 2006. Joel focuses on portfolio design and construction, selecting products that are aligned to clients’ goals, time horizon, risk tolerance and liquidity needs. His mission is to help clients organize and simplify their financial lives so they can spend more quality time with their families and loved ones.
Our team is composed of highly skilled & knowledgeable professionals with 15 years of combined experience helping affluent individuals and families address their sophisticated wealth management needs. From our office in Guaynabo, we provide hands-on financial advice and guidance to entrepreneurs, executives and business owners residing across Puerto Rico and the United States. We also serve a number of businesses on the island. Combining the extensive resources and broad capabilities of a global wealth management firm with intimate, personalized service, our team seeks to help clients pursue their goals through disciplined wealth management based on an in-depth understanding of their priorities and financial situation. Our goal is to simplify clients' financial lives by helping integrate the various facets of their wealth management and giving them a single point of contact for their needs, requests and questions. Many of our relationships with clients span several decades and multiple generations. We believe this is a testament to the high level of professionalism and responsiveness that we bring to every interaction and our commitment to making their wealth management experience both effective and enjoyable.
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.
