Alfredo Felicella

Nestor De La Fuente is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, portfolio management services, women and wealth, tax minimization, and retirement income. Nestor brings more than 40 years of experience in the financial services industry to his role, emphasizing a comprehensive approach that begins with listening to clients to understand their individual financial goals. He holds a Personal Investment Advisor (PIA) designation and maintains Series 7 and 66 FINRA registrations. Nestor completed his high school education at Patrick Henry and is fluent in both Spanish and English. Outside of his professional work, he enjoys activities such as bowling, cooking, gardening, golfing, interior decorating, swimming, table tennis, traveling, watching movies, and spending time with his family.

Matthew Jacobson is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized wealth management strategies that align with their evolving financial goals and market conditions. Matthew provides access to investment insights from Merrill as well as banking and lending solutions from Bank of America. His areas of expertise include college education planning, executive and equity compensation services, family wealth management, retirement planning and income strategies, portfolio management, and tax minimization. He works to empower clients by integrating comprehensive financial planning, portfolio diversification, insurance strategies, and trustee services tailored to individual needs. Matthew holds a Master in Accounting (MAcc) from The Ohio State University Fisher College of Business and a Bachelor in Business Administration with an emphasis in Accounting from the California State University System. He has earned the Personal Investment Advisor (PIA) designation and is fluent in English and Dutch. Outside of work, Matthew enjoys a range of activities including billiards, boating, bowling, golfing, hiking, horseback riding, hunting, music, softball, and spending time with his family.