John Flasco
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 63, Series 65
Industry experience
29 years
John Flasco is an International Wealth Advisor and team leader of The JET Group at Merrill Lynch Wealth Management. He has over 51 years of experience in global corporate finance, investment banking, trust and estate planning, asset and liability management, and goals-based wealth management. His client focus includes college education planning, divorce transition planning, family wealth management strategies, international wealth management, legacy planning, managing new wealth, philanthropic planning, special needs planning strategies, women and wealth, and tax minimization.
Born of American parents in Caracas, Venezuela, John was raised in Latin America and Europe. He holds a Master's degree in International Management from the American Graduate School of International Management, formerly known as "Thunderbird," and a Bachelor's degree from the University of Miami. Before joining Merrill Lynch Wealth Management in 1996, he held several leadership roles including President and Regional Managing Director of Bankers Trust Company's Southeastern U.S. Private Advisory Services division, President and Chief Executive Officer of Americas Capital Management, Private Wealth Advisor at Goldman Sachs & Co., and Senior Vice President and Area General Manager for Bank of America's corporate and institutional finance, retail banking, and wealth management activities across Latin America.
John is fluent in English and Spanish and has a working knowledge of Portuguese. Outside of his professional work, he enjoys music, running, spending time with his family, and traveling.
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
California · Florida · Texas
Bank Of America Na
2011 - Present (15 years)
Merrill
1996 - Present (30 years)
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