PROFESSIONAL PROFILE
ALFREDO AGUIRRE, CRPC, CSNA
Alfredo Aguirre is a Senior Financial Advisor with Merrill Lynch's Global Private Client Group. He, along with his team of specialists, works with a select group of families and businesses in developing strategies to manage their wealth. The services they provide are aligned with the interests of the client through fee-based compensation, versus commission; allowing Alfredo and his team to go beyond the single dimension of investments. He is also part of a select group of advisors, who possess the designation of Certified Special Needs Advisor (CSNA), giving him the expertise to better serve this segment of the population.
Upon receiving his degree in Engineering from the University of Florida, Alfredo returned to South Florida where he managed multiple construction and design projects. He then entered the financial services industry in 1998 as a fully licensed Financial Advisor and later joined Merrill Lynch in 2006.
Alfredo uses a proactive, disciplined and engaged seven step approach to assist clients in growing, protecting and ultimately transitioning their wealth. This process is constantly monitored through a tailored client management system.
Alfredo and his family have also been contributors to the Broward County Community, where they have resided since 1981. He currently serves on boards of several non-for profit organizations, business chambers and has taught financial awareness classes throughout Broward County since 1999. Alfredo presently resides in Weston, with his wife and four children.
Svitlana Dorofina
Svitlana was born in the Ukraine, where she graduated from the State University in the Ukraine with a bachelor's degree in management and marketing. She has been involved with the financial services industry for the past 6 years, through such institutions as Prudential, Wachovia Bank and Wachovia Securities
Currently, Ms. Dorofina's team responsibilities include providing proficient solutions to daily client concerns, aiding in client reviews, client meeting scheduling and offering pleasing and exceptional service to all clients. She is a significant part of our team and a partner to our growing success.
She also enjoys tennis and days at the beach.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com