With 25 years in the financial services industry, Rodolfo joined Merrill Lynch Wealth Management in 1994 and today focuses on serving high net worth investors. He received his bachelor's degree in Marketing from The University of Texas Pan American in 1992 and his MBA in Finance from The University of Texas Pan American in 1994.
Rodolfo follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. Passionate about delivering excellent service, Rodolfo holds the Certified Investment Management Analyst designation.
My 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. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
