Enrique Falla
Advisor at Merrill
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.
Advisor at Merrill
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.
Location
Coral Gables, FL 33134
Credentials
Series 66
Industry experience
25 years
Enrique Falla is an International Wealth Advisor at Merrill Lynch Wealth Management, where he serves a select group of high net worth families and their closely held businesses. With over two decades of experience, he specializes in family wealth management strategies, sports and entertainment, as well as individual and corporate investment strategy. Enrique brings extensive multinational experience and a bicultural background that inform his understanding of the financial and planning needs of multinational corporate executives and global families.
Before joining Merrill in 2000, Enrique held financial and sales management roles with major multinational companies, including Colgate-Palmolive, where he was Regional Manager for Latin America and the Caribbean, and The Dow Chemical Company as a Caribbean Major Accounts Representative. He holds both a Bachelor of Arts in Business Administration and an MBA in International Business, graduating with distinction from the University of Miami. Enrique has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
Enrique is bilingual, speaking English and Spanish, and participates actively in community organizations such as the Special Olympics and the Key Biscayne Financial Foundation. His personal interests include boating, golfing, scuba diving, soccer, and traveling. He is committed to working one-on-one with clients to develop personalized financial strategies aimed at achieving long-term goals.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
355 Alhambra Cir
Coral Gables, FL 33134
Florida · Texas
Bank Of America, N.a.
2009 - Present (17 years)
Merrill
2000 - Present (26 years)
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