Manuel J Escobio
Advisor at Merrill — Miami, FL Brickell Ave
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 63, Series 65, Series 66
Experience Industry experience
28 years
Location
Miami, FL 33131
Merrill
Institution
Manuel Escobio is a Private Wealth Advisor with Merrill Private Wealth Management. He joined Merrill Lynch Wealth Management in 2007 and has since attained the titles of Managing Director and International Private Wealth Advisor. Manuel is part of Merrill Private Wealth Management, an elite group serving the firm's most affluent clients. Prior to joining Merrill, he worked as Vice President and Country Manager for the offshore private banking division of Banco Bilbao Vizcaya Argentaria (BBVA), overseeing teams and operations across Mexico, Central America, the Caribbean, and the Andean Region. He also served on BBVA's management, investment strategy, and credit committees and led the integration of Bancomer's offshore private banking business into BBVA's platform following its privatization. Manuel began his career advising private clients with Morgan Stanley.
Manuel holds a Bachelor of Science degree in Business Administration with a major in Finance from the University of Florida, where he graduated on the Dean's List, and an MBA from the University of Miami with specializations in Finance and International Business. He is a Certified Investment Management Analyst® (CIMA®) designee and holds Series 7, 31, 63, 65, and 66 FINRA registrations. He advises clients on areas including college education planning, executive compensation, family wealth management strategies, international wealth management, managing new wealth, portfolio management services, women and wealth, and sports and entertainment.
Beyond his professional commitments, Manuel is involved in community organizations such as Cradles and the Foundation for Human Rights in Cuba. He serves as the director of South Florida's largest youth soccer club, Co-Ed Pinecrest Premier. He is married to Carolina de Cespedes Escobio, a pediatrician, and together they are raising their three daughters.
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.
Miami, FL Brickell Ave
701 Brickell Ave, Pbig Florida Pwm Brickell
Miami FL 33131
Advisors at this office
224
Florida · Texas
28 years of industry experience
Bank of America,N.A.
2012 - Present • 14 years
Miami, FL
Merrill
2007 - Present • 19 years
Miami, FL
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