The Premia Group

Private Wealth Advisors
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As a team with multigenerational family members, we understand what it takes to manage significant wealth for individuals and families across generations. Working with a limited number of wealthy clients, we help bring you an insightful perspective, personalized attention and boutique-like service.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Esteban J Prellezo

Esteban J Prellezo

Managing Director

Private Wealth Advisor

305.377.7720
Alberto F Cosio

Alberto F Cosio

Managing Director

Private Wealth Manager

305.377.7712
Margarita Carreno Rodriguez

Margarita Carreno Rodriguez

Assistant Vice President

Financial Advisor

305.377.7714
Andres  Castillo

Andres Castillo

Financial Advisor

305.377.7715
Marcelo  Tome

Marcelo Tome

Vice President

Investment Associate

305.377.7717
Joanna  Navarrete

Joanna Navarrete

Investment Associate

305.377.7716
Aleli M Brito

Aleli M Brito

Senior Private Wealth Associate

305.377.7707
Ingrid A Gonzalez

Ingrid A Gonzalez

Registered Client Associate

305.995.9258
Waleska Alina Silva

Waleska Alina Silva

Client Associate

305.377.7726

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Philosophy

We believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill Lynch and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and financial needs.

Let's have a conversation.

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs

The Premia Group