Mark Garza

Rodolfo Gomez is a Senior Resident Director and International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in providing goals-based wealth management services to affluent families, accomplished professionals, and successful business owners. Rodolfo focuses on delivering customized advice and a disciplined investment approach, addressing areas such as college education planning, international wealth management, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Rodolfo began his financial services career in 1994 and became the Resident Director of his office in 2011. He holds a bachelor's degree in Marketing and an MBA in Finance, both from The University of Texas Pan American, and has completed training at Wharton's Executive Education Program. He also holds the Certified Investment Management Analyst (CIMA) designation and the Personal Investment Advisor (PIA) credential. Outside of work, Rodolfo enjoys playing tennis, golfing, practicing yoga, and is an avid soccer fan who has attended the last nine World Cups. He speaks both Spanish and English.

Daniel Olivares is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their unique financial goals and priorities, assisting them in developing strategies for short-, mid-, and long-term objectives. His approach includes providing guidance on a range of areas such as college education planning, family wealth management, personal retirement planning, portfolio management, and special needs planning strategies. Daniel holds a Bachelor's Degree from the University of Texas System and has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he serves as a resource for clients seeking advice on investing, retirement planning, and financial solutions, also connecting them with Bank of America specialists for banking, credit, home financing, and small business needs. He emphasizes transparency and integrity in his client relationships to support their financial success.

Angelica Lagrange is an International Wealth Advisor at Merrill Lynch Wealth Management who specializes in wealth management and investments for both domestic and international clients. She works closely with clients to understand their current financial situations, identify essential and discretionary goals, and develop integrated Wealth Management Plans. Angelica collaborates with clients and their trusted advisors, including CPAs and attorneys, to coordinate estate, income tax, and insurance planning. Angelica began her career at Merrill Lynch Wealth Management in 1993 after earning an MBA from The University of Texas Pan American. She holds a Bachelor of Business Administration in Economics and International Business from Sam Houston State University and an Associate's Degree from Temple Junior College. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds additional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Angelica speaks both English and Spanish. In addition to her professional work, Angelica volunteers with the South Texas Community Tennis Association, a nonprofit organization affiliated with the United States Tennis Association. Since 2022, she has served on the advisory board of the McAllen Economic Development Corporation. Her personal interests include tennis, biking, golfing, reading, and spending time with her family.