Angel Ferrer
Advisor at Merrill — Coral Gables, FL Alhambra Cir
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
23 years
Location
Coral Gables, FL 33134
Merrill
Institution
Angel Ferrer is a Private Wealth Advisor at Merrill Private Wealth Management in Coral Gables, Florida. He serves as the primary point of contact for ultra-high-net-worth families, working closely with a team of specialists to provide a comprehensive range of financial services, including investment management, personal banking, customized lending, wealth management planning, trust and estate services, and brokerage services.
With over 35 years of experience in finance, Mr. Ferrer has held positions at prominent institutions such as Citi Private Bank, Wachovia Wealth Management, Northern Trust Bank of Florida, and Barnett Bank. He also served as Director of Investor Relations for UniCapital Corporation, where he played a key role in executing a $532 million initial public offering. He began his banking career in 1986 and graduated with a Bachelor of Science degree in Finance from the University of Miami in 1985. Mr. Ferrer holds the Personal Investment Advisor (PIA) designation and is fluent in Spanish and English.
Mr. Ferrer is a member of the Board of Directors of Voices for Children Foundation, a nonprofit organization focused on improving outcomes for children in foster care in Dade County. In his personal time, he enjoys boating, golfing, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Coral Gables, FL Alhambra Cir
355 Alhambra Cir, Investment Solutions Group
Coral Gables FL 33134
Advisors at this office
76
Florida · Texas
23 years of industry experience
Bank of America, N.A.
2022 - Present • 4 years
Coral Gables, FL
Merrill
2022 - Present • 4 years
Coral Gables, FL
CitiGroup
2009 - 2022 • 13 years
Miami, FL
Banc Of America Investment Services, Inc.
2001 - 2003 • 2 years
Miami, FL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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