Cesar Elizondo Pena
Advisor at Merrill — Miami, FL Brickell Ave
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, Series 65
Experience Industry experience
23 years
Location
Miami, FL 33131
Merrill
Institution
Cesar Elizondo Pena is a Private Wealth Advisor with Merrill Private Wealth Management based in Miami, FL. He specializes in developing personalized financial strategies to help clients pursue their long-term goals. His areas of expertise include family wealth management, international wealth management, liquidity management, retirement planning, portfolio management, tax minimization, and serving clients in sports, entertainment, and women’s wealth segments.
Originally from Mexico, Cesar earned a bachelor's degree in marketing from ITESM in 1993 and later completed a Master of Business Administration from the Kenan-Flagler Business School at the University of North Carolina in 2000. He has extensive experience advising Latin American and U.S. families on financial matters, having worked with Credit Suisse, Prudential Financial, and JPMorgan Private Bank prior to joining Merrill in 2018. Cesar holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) professional designations and is fluent in English and Spanish.
Outside of his professional role, Cesar is engaged in community volunteering aligned with Merrill’s tradition. He enjoys adventure sports, baseball, camping, gardening, music, reading, running, soccer, traveling, and yoga. He lives in Miami with his artist wife and three sons.
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.
Miami, FL Brickell Ave
701 Brickell Ave, Pbig Florida Pwm Brickell
Miami FL 33131
Advisors at this office
224
Florida · Texas
23 years of industry experience
Bank Of America, N.a.
2018 - Present • 8 years
Miami, FL
Merrill
2018 - Present • 8 years
Miami, FL
J.P. Morgan Chase Bank, NA
2016 - 2018 • 2 years
Miami, FL
J.P. Morgan Securities
2010 - 2018 • 8 years
Miami, FL
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