Advisor at Merrill
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Felix Sanchez Carrasquillo is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving within Edery, Sanchez & Associates. In his role, Felix provides wealth management services to ultra-affluent individuals, families, and business executives, focusing on strategies designed to grow, preserve, and transfer wealth effectively. His expertise includes wealth transfer planning, portfolio and risk management, and customized lending solutions through his access to Bank of America. Felix works with his team to design tailored financial strategies that simplify and optimize clients’ financial decision making based on their specific goals.
Felix holds a Bachelor of Science and a Master of Science in Accounting, both from the University of Tampa. He has prior experience at several major accounting firms, although he does not provide tax or accounting advice in his role at Merrill. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish.
Outside of his professional work, Felix resides in Miami, Florida, with his wife and daughter. His personal interests include adventure sports, biking, boating, cooking, fishing, and watching movies.
Based on Merrill
19495 Biscayne Blvd
Aventura, FL 33180
Florida · Texas
Bank of America N.A.
2023 - Present (3 years)
Merrill
2023 - Present (3 years)
Morgan Stanley Private Bank, N.A.
2017 - 2023 (6 years)
MORGAN STANLEY SMITH BARNEY llc
2017 - 2023 (6 years)
Santander Securities
2011 - 2017 (6 years)
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CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
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Series 63, Series 65
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Series 65
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CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
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Mendoza Private Wealth
CFA®, Series 66
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Envision Asset Management, Inc.
Series 65
Davie, FL
Moore Financial Planning Advisors, LLC
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