Dávila & Associates

Merrill Lynch Wealth Management
15 Second Street
Suite 210
Guaynabo, PR 00968
787 294 3402
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Our mission is to deliver the ultimate financial services experience to clients. Our team is focused on working closely with our clients and cultivating deep, long-lasting relationships by providing exceptional service, customized advice and helping them organize their finances using a disciplined approach that connects their wealth to all aspects of their lives in order to have a holistic experience with their financial needs.
Dávila & Associates
Welcome
Our team is composed of highly skilled & knowledgeable professionals with 18 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.
About Us
Philosophy

We believe the best financial strategy 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. Worried about managing 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? With access to the investment insights of Merrill and the banking convenience of Bank of America, We will work with you to develop strategies designed to help address your financial needs.

Meet Our Team
Joel Davila,

CRPC™

Senior Vice President, Senior Financial Advisor
787.294.3402
Yesenia Lopez
Wealth Management Client Associate
787.294.3413
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.
Camelia M Pomales-Coll
Wealth Management Banking Specialist
Merrill
Thomas Schneckner
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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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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.