PROFESSIONAL PROFILE
Maria I. Gonzalez, PIA, IWMA, CSNA
Vice President, International Financial Advisor
Maria Gonzalez adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any recommendations are presented, she considers a client’s whole life, taking the time to fully understand who they are and what matters most to them as an individual and as a business professional. With this intimate knowledge about what they value most, Maria is able to help clients establish financial objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Merrill Lynch Wealth Management in order to connect all the pieces of a client’s financial life.
Maria is a graduate of the Wharton Financial Advisors Leadership program and has over 30 years of experience in the financial industry. Maria holds a Certified Special Needs Advisor designation and serves on the board of the Epilepsy Foundation of Florida, a non-profit agency which focuses on finding a cure and overcoming any obstacle created by epilepsy. She also serves as a board member of Girl Scouts of America, the world’s prominent organization dedicated solely to girls where, in an accepting and nurturing environment, girls build the skills and character necessary for real world success.
As a Financial Advisor, she does her best to keep clients focused on where they want to go, advises them on how to get there, and continually reminds them of the importance of maintaining a disciplined approach designed to realize their dreams. Maria’s primary objective is to be a vital resource and essential partner to those individuals who entrust her with their financial well being.
Diana A. Lopez, CFM, CIMA®
Vice President, International Financial Advisor
Diana Lopez adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before a recommendation is presented, she considers a client’s whole life, taking the time to fully understand who they are and what matters most to them as an individual and as a business professional. With this intimate knowledge about what they value most, Diana is able to help clients establish financial objectives, develop an appropriate strategy and recommend solutions that draw upon the breadth and depth of Merrill Lynch Wealth Management in order to connect all the pieces of a client’s financial life.
Diana has worked in the financial services industry for over 16 years. She graduated with a Master of Accounting and worked with PricewaterhouseCoopers, LLP, where she specialized in the audits of public and private companies in the Financial Services market. Diana holds a Certified Investment Management Analyst™ (CIMA®) designation through the Investment Management Consultants Association in conjunction with the Wharton School of Business.
At Merrill Lynch, she focuses on providing specialized advice and wealth management strategies to corporate executives, business owners, and retirees in the areas of retirement planning and asset protection and also helps clients focus on estate planning issues while working with their estate attorneys and tax professionals in developing their estate and tax plan. Diana is married to Vicente and they have two beautiful girls named Gabriella and Anabel.
Victor Cortes, Registered Client Associate
Victor is the newest addition to the MD Group, joining Merrill Lynch in February 2011. Victor handles all administrative and day-to-day operations with personal care and first-class service. He is often the point of contact, assisting clients with banking transfers, statement reviews, client account guidance and online access. Victor achieved a Bachelors in Finance from Florida International University.
We offer knowledgeable advice and service
We have provided financial advice and wealth management services for more than 45 years of combined experience.
We have extensive experience assisting the Firm’s high-net-worth clients with financial and investment strategies, wealth transfer and preservation, business services, retirement strategies and solutions, estate planning strategies, private money management, and concentrated stock strategies.
The clients we serve comprise affluent families and individuals, corporate executives and successful business owners who value the comprehensive planning and disciplined approach we bring to each relationship.
We believe that a successful wealth management strategy looks at all the aspects of your financial life. By serving as your essential partner, we endeavor to understand your situation, your needs and what you want to accomplish.
Our approach
Equipped with the knowledge of your goals, we can help you set targeted objectives that are flexible enough to adapt to your changing personal and/or business finance needs.
We then help you organize and set those strategies into action, finding solutions and identifying opportunities that could influence your financial success and security.
We stress a disciplined approach to investing based upon your specific goals, risk tolerance, investing style and time horizon.