Enzo Cespedes Correa
Advisor at Merrill — Tampa, FL E Kennedy Blvd
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
5 years
Location
Tampa, FL 33602
Merrill
Institution
Enzo Cespedes Correa is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in finance in 2017 within consumer banking, gaining experience in financial operations, client service, and banking solutions. Since 2022, he has served clients at Merrill Lynch, focusing on wealth planning and preservation, including tax minimization strategies, portfolio management, wealth transfers, and banking integration through Bank of America.
Enzo holds the Certified Private Wealth Advisor® (CPWA®) designation and the Personal Investment Advisor (PIA) certification. He earned a Bachelor of Business Administration in Finance and a Master of Business Administration (MBA) from Florida International University, as well as completed the CPWA® Certificate Program at Yale School of Management. He is proficient in English and Spanish.
Originally from Coral Gables, Miami, Enzo resides in Wellswood, Tampa with his wife and daughter. Outside of work, he is active in his church community and enjoys reading and staying informed about emerging trends in finance and technology.
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.
Tampa, FL E Kennedy Blvd
101 E Kennedy Blvd, Pbig Florida Pwm Tampa
Tampa FL 33602
Advisors at this office
103
Florida · Texas
5 years of industry experience
Bank of America, N.A.
2022 - Present • 4 years
Tampa, FL
Merrill
2022 - Present • 4 years
Tampa, FL
Fidelity Investments
2021 - 2022 • 1 year
Two Contra Way Merrimack, NH
Morgan Stanley
2020 - 2021 • 1 year
Tampa, FL
Bank of America
2019 - 2020 • 1 year
Miami, FL
Starbucks Coffee Company
2019 - 2019 • 1 year
Miami, FL
Florida International University
2019 - 2019 • 1 year
Miami, FL
Wells Fargo
2017 - 2019 • 2 years
Miami, FL
Florida International University
2016 - 2020 • 4 years
Miami, FL
Florida International University
2010 - 2017 • 7 years
Miami, FL
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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