The MIAMI Office

Carlos  A  Torre 
Branch Manager
    MERRILL LYNCH BLDG.
    8840 S.W. 136TH ST.
    MIAMI,  FL  33176

    Phone: (305) 252-5602

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MIAMI Branch Office
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Merrill Lynch Branch Office
MIAMI AT THE FALLS, FL 

Branch Office Profile

The Merrill Lynch Miami at the Falls office focuses on delivering wealth management strategies to high net worth individuals and businesses while delivering outstanding service. Our goal is to assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through holistic wealth management planning. The process includes asset allocation, portfolio management, liability management, tax minimization, and asset protection. We also assist our clients with concentrated stock positions and hedging and liquidity strategies, collars, and customized liquidity contracts. We work with business owners through all stages of their life cycle, from growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or acquisition of a new site. Our clients have access to a full range of flexible financing products. We also provide succession planning, the private sale of businesses and group benefit plans.

Client Commitment



Financial Advisors at this Location

 
 
 
  Bruce R. Bielfield
  Bryan E. Moskowits
 
 
 
 
 
 
 
 
  John Molkentin
  Denise Chin Quee
 
 
  Keith F. Simmons
  Steven C. Adessi
26490234 (JCA*******803)