Isaac Maestre
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 65, Series 63
Experience Industry experience
11 years
Location
Coral Gables, FL 33134
Merrill
Institution
Isaac Maestre is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2022 as a First Vice President and Financial Advisor. Isaac works with executives, professionals, and business owners with $2 million or more in EBITDA to plan for their retirement, including assisting business owners in determining their true enterprise value using the Merrill Personal Wealth Analysis® framework.
Isaac holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Exit Planning Advisor (CEPA®) designation. He provides comprehensive advice in areas such as business valuations and exit planning, retirement planning and portfolio management, stock option analysis and concentrated stock strategies, commercial real estate lending, and trust and estate planning services. As a qualified Portfolio Manager, he builds and manages custom investment strategies and selects from various Merrill model portfolios and third-party investment options to help clients pursue their objectives.
An alumnus of Florida International University, Isaac earned both his Bachelor's degree in Political Science and a Master of Business Administration (MBA) from the Chapman School of Business. He is a native Miamian of Cuban descent and is fluent in Spanish. Isaac lives in South Miami with his wife Elaine and their two children. In his spare time, he enjoys swimming, cooking, traveling, painting, photography, and spending time with his family.
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
11 years of industry experience
Bank of America, N.A.
2022 - Present • 4 years
Coral Gables, FL
Merrill
2022 - Present • 4 years
Coral Gables, FL
Charles Schwab Bank SSB
2015 - 2022 • 7 years
Coral Gables, FL
Charles Schwab
2015 - 2022 • 7 years
Coral Gables, 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
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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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