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 at Merrill Lynch Wealth Management. He began his financial career in 2017 within consumer banking and transitioned to investment management in 2020. His expertise includes tax minimization strategies, portfolio management, wealth transfer, banking integration, and lending services.
Enzo holds a Bachelor of Business Administration in Finance and a Master of Business Administration (MBA) from Florida International University, as well as the Certified Private Wealth Advisor® (CPWA®) designation earned through the Yale School of Management. He also holds the Personal Investment Advisor (PIA) designation.
Originally from Coral Gables, Miami, Enzo resides in Wellswood, Tampa with his wife Peyton and daughter Elsie. He is active in his church community and enjoys reading and exploring emerging trends in finance and technology. He is fluent in English and Spanish.
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
109
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Jul 21, 2026 • Denied
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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