Jorge Maquilon
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
21 years
Location
Coral Gables, FL 33134
Merrill
Institution
Jorge Maquilon is an International Wealth Advisor at Merrill Lynch Wealth Management. He began his career in international banking, working for nine years at Santander Private Banking in Miami. During this time, he held roles including fixed income trader and banker covering multiple Latin American countries such as Mexico, Venezuela, Argentina, and Chile. Jorge joined Merrill Lynch Wealth Management in 2007 and focuses on International Wealth Management, Managing New Wealth, and Sports & Entertainment.
Jorge brings over 20 years of experience in asset and risk management, portfolio construction, financial strategies, and wealth management planning. He holds a Bachelor's Degree from Florida International University, a Master of Business Administration from the University of Miami, and a Master's Degree from Florida International University. Jorge is a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. His approach emphasizes delivering personalized financial strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals.
Outside of his professional work, Jorge enjoys chess, soccer, traveling, and spending time with his wife Silvia and their two daughters. He also participates in community volunteering, following Merrill's tradition of engagement in the communities they serve.
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
21 years of industry experience
Bank of America, N.A.
2017 - Present • 9 years
Miami, FL
Merrill
2007 - Present • 19 years
Miami, FL
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