Top Wealth · rank 163 · Lakewood Ranch, Florida · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 6311 ATRIUM DR LAKEWOOD RANCH, FL 34202 CRD# 7691 Registered with this firm since: 11/09/2007” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “2,314 Merrill Advisors Recognized on the 2026 Forbes Best-in-State Wealth Advisor Lists, more than Any Other Firm” — firm_official
- Firm type — wirehouse (high)
- “B MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 6311 ATRIUM DR LAKEWOOD RANCH, FL 34202” — sec_finra_regulatory
- Team name — The Casanueva Group (high)
- “The Casanueva Group - Casanueva, Dwyer, Hynes, Kowadla, Kotuby” — firm_official
- Team size — gap: not_found_after_search
- CRD — 4909767 (high)
- “BrokerCheck Report DOMINIC CASANUEVA CRD# 4909767” — sec_finra_regulatory
- Years experience — 20 (medium)
- “Registered with this firm since: 11/09/2007” — sec_finra_regulatory
- Designations — CFA, other:CKP, other:CPFA, other:CRPS (high)
- “Dominic Casanueva CFA, CKP®, CPFA®, CRPS™ Managing Director, Senior Resident Director” — firm_official
Book of business
- Team AUM ($M) — 8400 (high)
- “Team Assets (Custodied): $8.4B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum Account Size for New Business: $500K” — forbes_shook
- Typical client net worth ($M) — 5.5 (high)
- “Typical Net Worth of Relationships: $3-8M” — forbes_shook
- Client niche — retirement plan and multigenerational family strategies for individuals, families and businesses on Florida's Gulf Coast (high)
- “Since 1999, our team has been helping individuals, families and businesses along Florida’s Gulf Coast and beyond navigate change.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (low)
- “Learn more about an advisor's background on FINRA's BrokerCheck” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/fl/lakewood-ranch/gbsdc-lakewood (high)
- “The Casanueva Group - Casanueva, Dwyer, Hynes, Kowadla, Kotuby” — firm_official
- Value proposition (verbatim) — Since 1999, our team has been helping individuals, families and businesses along Florida’s Gulf Coast and beyond navigate change. Everything we do is designed with one thing in mind: to help you achieve your personal financial goals. (high)
- “Since 1999, our team has been helping individuals, families and businesses along Florida’s Gulf Coast and beyond navigate change. Everything we do is designed with one thing in mind: to help you achieve your personal fin” — firm_official
- Differentiators — Continuous practice since 1999 serving Florida's Gulf Coast, Seven office locations: Clearwater, Lakewood Ranch, Sarasota, Venice, Punta Gorda, Naples, Boston, Simplicity and transparency brought to the complexities of investing, Personalized wealth strategy built from a deep understanding of the full financial picture, Values-led discovery through one-on-one conversations, including legacy planning (high)
- “Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.” — firm_official
- “Our team stands ready to help you in the following convenient locations: Clearwater | Lakewood Ranch | Sarasota |Venice | Punta Gorda | Naples | Boston” — firm_official
- Content marketing — occasional (low)
- “Sign up for our newsletter Get the latest investment insights, tips and strategies to help you live your best financial life Sign Up” — firm_official
- Has podcast — no (medium)
- “The Casanueva Group - Casanueva, Dwyer, Hynes, Kowadla, Kotuby Welcome Recognition About Us Meet Our Team Insights About Merrill” — firm_official
- Books published — 0 (low)
- “The Casanueva Group - Casanueva, Dwyer, Hynes, Kowadla, Kotuby Welcome Recognition About Us Meet Our Team Insights About Merrill” — firm_official
- Linkedin url — https://www.linkedin.com/in/dominic-casanueva-b904aa97/ (medium)
- “Dominic Casanueva - Resident Director | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's "Top 100 Financial Advisors", 2026, Barron's "Top 1,500 Financial Advisors", 2018-2026, Barron's "Top 100 Institutional Consulting Teams", 2022, Financial Times "401 Top Retirement Plan Advisers", 2020 (high)
- “Barron's "Top 100 Financial Advisors", 2026 (Published on May 8, 2026. Rankings based on data as of December 31, 2025.) Barron's "Top 1,500 Financial Advisors", 2018-2026” — firm_official
- “Barron's "Top 100 Institutional Consulting Teams", 2022 (Published on April 15, 2022. Rankings based on data as of December 31, 2021.)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “The Casanueva Group - Casanueva, Dwyer, Hynes, Kowadla, Kotuby Welcome Recognition About Us Meet Our Team Insights About Merrill” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill advisor template — navy and white corporate palette, clean sans-serif type, square headshot grid of advisors; no team mark or bespoke imagery. (high)
- “<img style="object-position:top;object-fit:cover;max-width:3195px;width:100%;aspect-ratio:3195 / 3195" src="https://dyn.mktgcdn.com/p/Cw9ETLl5v-03OQ0ZW6VPb24RefumvxU3WRfBT_SaA1A/width=500,height=500"” — firm_official