Rodrigo E Gonzalez
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 66
Experience Industry experience
13 years
Location
Miami, FL 33131
Merrill
Institution
Rodrigo E. Gonzalez is a Managing Director and International Wealth Advisor at Merrill Lynch Wealth Management. He leads Gonzalez Wealth Management Associates, a team recognized by Forbes as one of the Best-in-State Wealth Management Teams in 2024, 2025, and 2026. Rodrigo's role involves guiding individuals, families, and business owners through tailored financial strategies, with a focus on investment management, retirement income planning, estate and legacy strategies, and multigenerational guidance for clients in the U.S. and internationally.
With over a decade of experience in wealth management, Rodrigo began his career at CBG Financial Group in Boca Raton, Florida, before working as an Associate at Morgan Stanley in Miami. He holds a Bachelor's degree in Business Administration from Suffolk University and a Master's degree in Finance from Florida International University. Rodrigo has earned several professional designations, including Certified Investment Management Analyst® (CIMA®) granted by the Investments & Wealth Institute® in conjunction with Yale University, Accredited Wealth Management Advisor™ (AWMA®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) from The College for Financial Planning Institutes Corp., as well as Series 7 and Series 66 FINRA registrations and the 2-15 Life and Health Insurance License.
Outside of his professional endeavors, Rodrigo enjoys spending time with his wife and daughters and engaging in activities such as golf, tennis, and padel. He is bilingual, speaking English and Spanish, and is involved with organizations including Friends of Kids with Cancer and Fundana International Corp.
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
229
Connecticut · Florida · Texas
13 years of industry experience
BANK of AMERICA, N.A.
2016 - Present • 10 years
Miami, FL
Merrill
2014 - Present • 12 years
Miami, FL
Florida International University
2014 - Present • 12 years
Miami, FL
Morgan Stanley
2012 - 2014 • 2 years
Miami, FL
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