Jorge A Gonzalez
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 66
Experience Industry experience
16 years
Location
Coral Gables, FL 33134
Merrill
Institution
Jorge Gonzalez is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored financial strategies that align with clients' goals, objectives, time horizons, and risk tolerance. Jorge works primarily with high-net-worth families, guiding them through all phases of wealth accumulation, preservation, and transfer. His services include portfolio and liability management with a focus on tax-efficient lifetime retirement income, as well as areas such as college education planning, family wealth management, retirement income, and international wealth management.
He holds a Bachelor's Degree from the University of Florida, where he completed double majors in finance and marketing. Jorge also earned the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute in conjunction with the Yale School of Management. In addition, he holds the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Jorge is fluent in English and Spanish.
Beyond his professional responsibilities, Jorge participates in community civic organizations including Be the Light, Habitat for Humanity, and Kiwanis, as well as his alumni associations. His personal interests include baseball, biking, boating, camping, golfing, scuba diving, and traveling.
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
16 years of industry experience
Bank of America, NA
2009 - Present • 17 years
Miami, FL
Merrill
2009 - Present • 17 years
Miami, FL
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