Rodrigo K Hanna
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
18 years
Location
Miami, FL 33131
Merrill
Institution
Rodrigo Hanna serves as an International Wealth Advisor at Merrill Lynch Wealth Management. He is part of the Hanna Group, which comprises over five professionals dedicated to providing customized services and advisory to families, individuals, and corporations, primarily focusing on international clients. Rodrigo helps individuals and corporations define and achieve their financial goals.
With over 18 years of experience in the financial services industry, Rodrigo joined Merrill Lynch Wealth Management in 2007. He specializes in corporate executive services, family wealth management strategies, international wealth management, liquidity management, managing new wealth, and individual and corporate investment strategy. His client focus includes entrepreneurs and successful executives of middle and large corporations.
Rodrigo holds a bachelor's degree in Economics from Pontificia Universidade Catolica MG and a master's degree from IBMEC Instituto Bras Mercado Capitais. He has completed non-accredited certificate programs at Yale University School of Management, University of Pennsylvania The Wharton School, and Northwestern University Kellogg School of Management. He holds the Personal Investment Advisor (PIA) designation and is fluent in English, Portuguese, and Spanish. Rodrigo was named to the Forbes "Best-in-State Wealth Management Teams" list for 2023 through 2026 as a member of the Licari, Marques & Hanna team. He lives in San Diego with his wife, Gabriela, and their two children.
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
Florida · Texas
18 years of industry experience
Bank Of America, N.A.
2012 - Present • 14 years
San Diego, CA
Merrill
2007 - Present • 19 years
San Diego, CA
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