Jose Medina Villegas is a financial advisor and partner in the Gonzalez Coto & Associates advisory practice within Merrill Private Wealth Management. He helps lead a multi-generational team of eight professionals who serve Ultra High Net Worth families. The team focuses on strategic investing, cross-border planning, and legacy building to support clients in realizing their business, professional, and personal goals. Their services include estate planning, investment management, lending, banking, and liquidity management, leveraging the resources of Bank of America and Merrill.
Born in Cali, Colombia, Jose moved to the United States at age eight and brings a personal understanding of the immigrant experience. He has lived in Miami for nine years. Jose holds a Bachelor's degree from Florida International University and holds the professional designations of Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA). He is fluent in English, Spanish, and Portuguese. Outside of work, he is an avid sports fan and stays active through activities such as fútbol, padel, tennis, running, and walking his dog.