Jose Lopez Rodriguez
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jose Lopez Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance in areas such as general investing, retirement planning, philanthropic planning, LGBT wealth planning, and retirement income, while also facilitating access to Bank of America specialists for services including banking, credit, lending, and small business solutions.
Raised in the Dominican Republic by parents with careers in banking, Jose developed an early understanding of the importance of guiding clients toward meaningful financial objectives. He earned a Bachelor's Degree from American University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jose is a member of Sigma Chi Fraternity and communicates with clients in both English and Spanish.
Outside of his professional responsibilities, Jose enjoys fishing, horseback riding, skiing, traveling, and spending time with his family. He lives in Washington, DC, with his Standard Schnauzer, Mangu.
Expertise
Retirement income strategy
General retirement planning
Wealth management
Charitable giving & philanthropy
Demographic focus
LGBTQIA
Work history
Bank of America, N.A.
2023 - Present (3 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2019 - Present (7 years)
Mobilityworks
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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John Beavers is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with business owners, corporate executives, and affluent families to develop and implement personalized wealth management plans. His expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management services, tax minimization, and personal retirement planning. John began his financial advising career in 1998 and joined Merrill and its predecessor firm Banc of America Investments in 2002. He has an extensive background in customized client investment portfolios, budgeting, cash flow analysis, wealth transfer strategies, fixed income portfolios for income, retirement planning, and cash management and lending through Bank of America, N.A. He holds a Bachelor’s degree and an M.B.A. from Stetson University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. John resides in Orlando with his wife Natalie and their two children. He is active in the local community and volunteers across several organizations. Outside of work, he enjoys golfing, skiing, traveling, and spending time with his family.
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