Miami, FL Brickell Ave Office

Maria Duarte Gaitan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her career includes previous roles at Merrill, Bank of America, Google, Humetrix, and Miracle Potion Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raul Ordoqui Gattorno is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Lokation Real Estate, Castle Group, First Service Residential, and Prospect Equities Real Estate Corp. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

John Huseby is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners, providing tailored financial planning and disciplined investment management to help clients make informed decisions. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. John holds a Bachelor's Degree from the University of East London and holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on tax-efficient strategies and helping clients organize complex financial situations into clear, actionable plans. He is committed to helping clients build confidence in their financial futures through thoughtful advice and personalized planning. Outside of his professional work, John has personal interests that include adventure sports, boxing, chess, golfing, spending time with his family, tennis, and yoga.

Diana Rodriguez is an International Wealth Advisor and Senior Vice President at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. With over 24 years of experience in the financial services industry, she focuses on advising corporate executives, business owners, and retirees on retirement planning, asset preservation, tax minimization, and estate planning in collaboration with estate attorneys and tax professionals. Diana holds multiple professional designations, including Certified Investment Management Analyst (CIMA) and Retirement Accredited Financial Advisor (RAFA). She earned both her Bachelor's and Master's degrees in Accounting from Florida International University and previously worked at PricewaterhouseCoopers, LLP, where she specialized in audits within the Financial Services market. Diana is fluent in English and Spanish and emphasizes understanding clients' full financial pictures to develop strategies aligned with their personal and professional goals. Outside of her professional role, Diana is actively involved in her community, participating in charitable organizations linked to Merrill's commitment to community service. She also enjoys running, including marathons, and spending time with her family.

Brian Klein is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BB&T Securities, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of a family business involved in purchasing a local racing horse. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients, providing both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Carlos Cuesta is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Julio Medina is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to delivering personalized investment strategies. Julio earned a Bachelor's Degree from Universidad Externado de Colombia and a Master's Degree from Florida International University. Outside of his professional work, he enjoys biking, running, and playing soccer.

Alfredo Michael is a Private Wealth Manager with Merrill Lynch Wealth Management, focusing on serving Ultra-High-Net-Worth individuals and families. He re-joined Merrill in August 2023 and brings over 15 years of experience in the financial industry. His client focus areas include executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, liquidity management, managing new wealth, sports and entertainment, and retirement income. Alfredo graduated from Florida International University in 2008 with a bachelor's degree in finance, a minor in economics, and a certificate in international bank management. He began his career with Merrill Lynch Wealth Management in 2008 through the Global Wealth Management summer analyst program, progressing to a GWIM Analyst role in 2009. In 2012, he joined J.P. Morgan International Private Bank as a banker analyst in the Andean region, later advancing to associate, vice president, and executive director roles. He holds Series 7, 63, and 65 FINRA registrations and completed an Executive MBA with a concentration in finance at the University of Miami in 2014. In 2020, he completed a Negotiation Mastery Course at Harvard Business School. Alfredo is fully bilingual in English and Spanish. Outside of his professional work, his personal interests include adventure sports, boating, cooking, fishing, golfing, scuba diving, skiing, soccer, and traveling.

Alberto Boulton is an International Wealth Advisor at Merrill Lynch Wealth Management. He began his career with Merrill after moving to Miami, bringing with him a multicultural background that supports his work with diverse clients. Alberto's role involves securities trading, accounts rebalancing, evaluating investment opportunities and strategies, and performing client reviews. He holds a Bachelor's Degree from Florida International University and a Master's Degree in Finance from the University of Miami. Alberto has earned the Certified Private Wealth Advisor (CPWA) designation, granted by the Investments & Wealth Institute in conjunction with Yale University. His expertise encompasses family wealth management strategies, legacy planning, liquidity management, portfolio management services, small business strategies, special needs planning strategies, and addressing the financial needs of women. Alberto's personal interests include baseball, boating, camping, golfing, hiking, horseback riding, skiing, spending time with his family, tennis, and traveling. He is a member of the Investment and Wealth Institute.

Christian Zarraluqui is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2018. Outside of his advisory role, he is involved in entrepreneurial activities, including managing CCZ Corp LLC, a website development project connecting junkyards with clients seeking specific car parts, and serving as a manager for Bahamian Rhapzody L.L.C. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and supports a range of clients, including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jose Lequerica is an International Wealth Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Jose graduated from Fordham University in 1974 with a Bachelor's degree in political science. He is a senior member of his team, bringing extensive experience to his role in wealth management.

Gerald Broucek is an International Wealth Advisor with over 35 years of experience in the financial services industry. He specializes in wealth planning for high net-worth individuals and families, focusing on family wealth management strategies, international wealth management, liquidity management, and portfolio management services. Gerald provides clients access to investment insights through Merrill Lynch Wealth Management coupled with banking services from Bank of America. Gerald holds a Bachelor of Arts degree from the University of Michigan’s College of Literature, Science and the Arts, concentrated in Economics and Finance. He also earned a Master of Business Administration from the University of Miami with concentrations in Marketing and Accounting. Gerald is a Personal Investment Advisor (PIA) and serves both international and domestic markets, advising a diverse client base and tailoring wealth management plans to meet their financial goals. Outside of his professional work, Gerald is involved in local athletics programs, coaching football, baseball, and basketball. He is an avid boater, fisherman, golfer, and tennis player. Gerald is a member of the Key Biscayne Yacht Club and Royal Palm Tennis Club. He is fluent in English and Spanish.

Laura Angulo Lafaurie is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has previously worked at AltamarCAM Partners and held roles at Alnylam and Bicon. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nereyda Cestary is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Kevin Laipcigier is a financial advisor at Merrill with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as experience at Florida International University and Miami-Dade College. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.