Austin, TX Office

John Attard is a Private Wealth Manager at Merrill Private Wealth Management, specializing in family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and tax minimization, among other areas. He collaborates with families, entrepreneurs, and financial professionals to address the creation, management, and stewardship of wealth through personalized financial strategies geared toward clients’ long-term goals. With over 30 years of experience in private banking, wealth management, and business consulting, John brings a broad perspective to his client relationships. He has held financial advisory roles at UBS and Citigroup and served more than 14 years as an active duty reservist in the U.S. Navy, retiring as a Lieutenant Commander in 2006. John holds a Bachelor of Science degree in finance and accounting from Southern Illinois University and an MBA with honors in finance and economics from DePaul University’s Kellstadt Graduate School of Business. He has also earned the CERTIFIED FINANCIAL PLANNER® designation along with certifications in Sports & Entertainment Accredited Wealth Management. John is a member of the Bank of America Military Support & Assistance Group (MSAG) and has been involved with the College of DuPage Foundation as a former board member. He is also a member of MenLiving. His personal interests include adventure sports, biking, camping, cooking, golfing, hiking, music, reading, writing, and yoga.

Carlos Aguilera serves as an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management. In his role, he focuses on developing personalized financial strategies for clients, particularly those managing cross-border wealth complexities. Since 2012, he has dedicated his career to addressing the unique financial needs of his clients. Carlos brings over a decade of experience in financial services and expertise in areas including family wealth management strategies, international wealth management, liquidity management, tax minimization, retirement income, and small business strategies. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) in the Merrill Investment Advisory Program. As a native Spanish and English speaker, he serves a diverse client base with clarity and confidence. He earned his bachelor's degree from the University of Texas System. Outside of his professional work, Carlos has interests in soccer, tennis, and traveling.