During my time at Merrill, I am fortunate to have the opportunity of advising both domestic and international clients, building the client relationship on a personal level beyond their investments to understand clients’ holistic goals and needs.
I begin each relationship by gaining a thorough understanding of each client’s unique circumstances, encompassing
his or her personal history, family dynamics, motivations, and passions. As a key point of client contact, I work with multiple generations of families to pursue their personal and professional goals through cohesive planning and careful implementation. I am a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Originally from Brazil and having spent much of my childhood in Venezuela, I understand the needs of global families. I am fluent in English, Spanish, and Portuguese and suited to handling the diverse needs of clients. I earned my undergraduate degree from Florida International University.
My goal is to provide an exceptional level of client care and service, and I invite you to contact me to see how my knowledge and service can help meet your financial needs.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Ms. Esquire Facebook Group has Over 10,000 Members Throughout the World
Ms. Esquire has been a great group, and special due to being mostly ladies, which brings a different vibe. Some of the activities we do during our monthly meetings bring the members closer to one another which is great. Also, all members are phenomenal and intelligent business owners, people you want to relate to and be around.
Ms. Esquire has helped my business significantly and has helped me personally as well. In addition to the numerous referrals that are passed back and forth, the connections I have made through Ms. Esquire have developed into long-lasting friendships as well as successful business relationships. Many of my closest friends are also my colleagues who are part of Ms. Esquire. Ms. Esquire has also provided me with valuable information such as scheduling and marketing tips, an opportunity to get headshots, and detailed instructions on creating a virtual business card.
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