Manuel J Escobio

Advisor at Merrill — Miami, FL Brickell Ave

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

28 years

Location

Miami, FL 33131

Merrill logo

Merrill

Institution

Total advisors

25,448

Across 3,107 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

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.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Private / alternative investments Active portfolio management Family Business

Occupation focus

Founder/Business Owner

Demographic focus

Women Professionals Parents

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Miami, FL Brickell Ave

701 Brickell Ave, Pbig Florida Pwm Brickell

Miami FL 33131

Advisors at this office

224

Most active in

Florida · Texas

Work history

28 years of industry experience

Bank of America,N.A.

2012 - Present • 14 years

Miami, FL

Merrill

2007 - Present • 19 years

Miami, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Daniel M

CFP®, Series 65

Coral Gables, FL

Blackpoint Capital Partners

Daniel Mesa is a Co-Founder & Partner at BlackPoint Capital Partners, where he leads clients through comprehensive financial planning, investment management, and retirement strategy development. He works with individuals and businesses around the world, offering tailored solutions to meet both domestic and international financial goals. Daniel specializes in Cross-Border Financial Planning, helping clients manage the complexities of investing and building wealth across multiple countries. His guidance ensures clients remain financially secure and strategically positioned, wherever life takes them. As a CERTIFIED FINANCIAL PLANNER® professional, Daniel acts as a fiduciary and adheres to the profession’s highest ethical standards. His deep knowledge of global financial systems makes him a trusted advisor for international investors, expatriates, and global enterprises. Daniel earned his Bachelor of Arts in Chinese and Government from Hamilton College and holds a Certificate in Financial Planning from NYU. Known for his client-first approach, he is committed to helping clients build lasting financial security and independence. BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833.

Wealth management General retirement planning Gifting strategies Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Scientific Professional Oil & Gas Biotech Professional Expats Approaching retirement Established Professionals
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Steven E

Coral Gables, FL

Eber Capital Management

Steven Eber is the sole advisor at Eber Capital Management in Coral Gables, FL, with 21 years of industry experience and over 45 years at his firm. He has focused on independent, fee-based advisory services throughout his career. Eber Capital Management provides discretionary portfolio management primarily for individuals, IRAs, trusts, family estate-planning accounts, and pension and profit-sharing plans. The firm emphasizes a buy-and-hold equity strategy centered on larger companies with strong financials and multi-year growth prospects, managing client accounts with full discretion subject to client-directed restrictions.

Active portfolio management
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Michael L

Series 63, Series 65

Coral Gables, FL

Ladin Financial Group, Inc.

Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.)
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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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Thiago S

Series 65

Miami, FL

Maway LLC

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Real estate investing
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Ernesto M

Series 65

Coral Gables, FL

MULTUS Asset Management

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Avila Pay SL and First Capital & Supplies. Moreno is also a stakeholder in MULTUS Consulting C.A., a financial and economics consulting firm based in Venezuela. MULTUS Asset Management provides discretionary investment advisory services primarily to high-net-worth individuals and private companies, including foreign clients. The firm combines macroeconomic analysis with fundamental security selection, offering tailored portfolios across various asset classes and servicing employee benefit plans as a fiduciary.

Active portfolio management Concentrated stock management Options & derivatives strategies
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