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Carlos D
Series 66
Compton, CA
Merrill
Carlos De La O Rivera is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies that align with clients' individual goals and adapt to changing market conditions. Carlos offers access to investment insights from Merrill as well as banking and lending solutions through Bank of America. Carlos holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from Universidad del Sagrado Corazon. He is committed to working closely with clients to develop individualized financial strategies focused on pursuing long-term objectives. Additionally, Carlos participates in community volunteer activities, reflecting the Merrill tradition of engagement in the communities served.
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