Leonel Vivas Martinez is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies tailored to their unique goals, priorities, and long-term objectives. Leonel emphasizes understanding the complete picture of a client's life to create coordinated and adaptable financial plans.
His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Leonel holds a Bachelor's Degree from Barry University and the designation of Personal Investment Advisor (PIA). He provides services in both English and Spanish.
Outside of his professional role, Leonel enjoys golfing, running, and tennis.