Miguel is a Financial Advisor who provides clients customized financial strategies and recommendations tailored to their specific goals. He helps them pursue their financial objectives and assists them in the fulfillment of their income and savings needs, as well as retirement and legacy goals. Miguel provides clients with knowledge of their investment alternatives to help them become more comfortable and confident in the investment planning process. Miguel has been in the financial services industry for 8 years.
Miguel earned his Bachelor’s of Science degree from SUNY Empire State College and spent most of his career in finance with J.P. Morgan Chase working with high net-worth individuals and families. With a broad world view and heightened understanding of the personal wealth needs of individuals and business owners, Miguel joined Merrill Lynch to utilize the firm’s Goals-Based Wealth Management process and its unique resources. The process identifies and prioritizes goals and needs. This, in turn, allows Miguel to create specific investment strategies to help families and businesses achieve their goals.
Visit his website here: https://fa.ml.com/new-york/pittsford/mfernandez14/