Edy Pineda Solorzano

Advisor at Merrill

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Credentials

Series 66

Merrill logo

Firm

Merrill

Location

Lincoln, RI 02865

About

Edy Pineda Solorzano is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Edy focuses on providing comprehensive wealth management planning tailored to clients’ unique ambitions, helping them pursue goals such as funding education, planning for retirement and healthcare costs, and creating strategies designed to meet long-term family objectives. Edy works closely with clients to bring clarity and transparency to the complexities of investing and wealth planning.

Edy’s expertise includes college education planning, corporate and employee benefits, executive services, divorce transition planning, and institutional investment consulting. He holds multiple professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). Edy earned a Bachelor's Degree from Florida International University and communicates fluently in both Spanish and English.

In addition to his professional commitments, Edy is involved with several organizations such as ASPPA Benefits Council of Atlanta, Child Development Association, Junior Achievement Hispanic Outreach Program, and the Pension Education Council of Atlanta. His community involvement includes volunteering with Big Brother Big Sister, Meals by Grace, and United Way. Outside of work, Edy enjoys cooking, dancing, golfing, horseback riding, tennis, and spending time with his family.

Expertise

Business exit / sale strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General retirement planning Divorce financial planning

Occupation focus

Founder/Business Owner Executive

Work history

Merrill lynch, pierce, Fenner & Smith incorporated

2025 - Present (1 year)

Executive Office of Health and Human Service - State of RI

2024 - 2025 (1 year)

Blackstone Valley Prep

2023 - 2025 (2 years)

Unemployed

2022 - 2023 (1 year)

Providence College

2018 - 2022 (4 years)

Unemployed

2015 - 2018 (3 years)

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