Next-Gen + Best-in-State · rank 42 · Miami, Florida · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “RODRIGO EDUARDO GONZALEZ (CRD 5988634) at Merrill Lynch in Miami, FL.” — sec_finra_regulatory
- “Rodrigo E. Gonzalez, CIMA®, is a Senior Vice President, International Wealth Advisor, and Portfolio Manager at Merrill Lynch Wealth Management, where he leads Gonzalez Wealth Management Associates” — firm_official
- Parent company — Bank of America (high)
- “Good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience o” — firm_official
- Firm type — wirehouse (high)
- “"MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED" (Firm ID: 7691) Located at "701 BRICKELL AVE, MIAMI, FL 33131"” — sec_finra_regulatory
- Team name — Gonzalez Wealth Management Associates (high)
- “Gonzalez Wealth Management Associates believes that good relationships are built through teamwork and involvement” — firm_official
- Team size — 5 (medium)
- “"c_marketingName":"Rodrigo Gonzalez" ... "c_marketingName":"Carlos Gonzalez" ... "c_marketingName":"Elena Longoria" ... "c_marketingName":"Yander Barrios" ... "c_marketingName":"Marianny Molina"” — firm_official
- CRD — 5988634 (high)
- “CRD Number: 5988634” — sec_finra_regulatory
- Years experience — 14 (high)
- “"Series 7" - General Securities Representative Examination (7/2/2012)” — sec_finra_regulatory
- “With over a decade of experience, Rodrigo helps clients define and prioritize their financial goals through a disciplined, personalized wealth management process.” — firm_official
- Designations — CIMA, other:AWMA, other:SE-AWMA, other:PIA (high)
- “"c_designations":[{"abbreviation":"AWMA","date":"2025-08-20","name":"Accredited Wealth Management Advisor"},{"abbreviation":"CIMA","date":"2017-03-28","name":"Certified Investment Management Analyst"},{"abbreviation":"PI” — firm_official
Book of business
- Team AUM ($M) — 840 (high)
- “Team Assets (Custodied): $840M” — forbes_shook
- Account minimum ($M) — 2.5 (high)
- “Minimum Account Size for New Business: $2.5M” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth of Relationships: $10-100M” — forbes_shook
- Client niche — international/cross-border high-net-worth families and business owners (high)
- “His approach integrates investment management, retirement income planning, estate and legacy strategies, and multigenerational guidance — serving clients both in the U.S. and internationally.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"Series 66" - Uniform Combined State Law Examination (11/18/2012) "Series 7" - General Securities Representative Examination (7/2/2012)” — sec_finra_regulatory
- “A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, a” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/fl/fl-pwm-brickel/gonzalez_wealth (high)
- “Gonzalez Wealth Management Associates - Financial Advisors in Miami, FL 33131 | Merrill” — firm_official
- Value proposition (verbatim) — Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. (high)
- “Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands” — firm_official
- Differentiators — International/cross-border wealth advisory for US and non-US clients, Advisor acts as discretionary Portfolio Manager running his own strategies, CIMA (Yale-affiliated) plus AWMA and SE-AWMA credentials, Bilingual English/Spanish team serving Latin American clients, Sports & entertainment wealth specialty (SE-AWMA) (high)
- “Rodrigo holds the Certified Investment Management Analyst®, CIMA® designation, granted by the Investments & Wealth Institute® and taught in conjunction with Yale University. He also holds the Accredited Wealth Management” — firm_official
- “"c_languagesV2":["English","Spanish"]” — firm_official
- Content marketing — none (medium)
- “"link":"https://www.ml.com/articles/washington-update.html","title":"Market Briefs"” — firm_official
- Has podcast — no (medium)
- “Outside of work, Rodrigo enjoys spending time with his wife and daughters and staying active through golf, tennis, and padel.” — firm_official
- Books published — 0 (medium)
- “Rodrigo E. Gonzalez, CIMA®, is a Senior Vice President, International Wealth Advisor, and Portfolio Manager at Merrill Lynch Wealth Management, where he leads Gonzalez Wealth Management Associates — a Forbes-recognized t” — firm_official
- Linkedin url — https://www.linkedin.com/in/rodrigo-e-gonzalez-cima®-awma™-se-awma™-448366a1 (high)
- Social presence — linkedin_active (low)
- Press awards — Financial Planning "Top 40 Brokers Under 40" (2026), Forbes "Best-in-State Wealth Management Teams" (2024, 2025, 2026), Forbes "Top Next-Gen Wealth Advisors Best-in-State" (2024-2025), Forbes "Best-in-State Wealth Advisors" (2024-2026) (high)
- “"disclosureText":"(Published on February 10, 2026. Rankings based on data as of September 30, 2025.)","nameOfAwardOrHonor":"Financial Planning's "Top 40 Brokers Under 40"","yearsReceived":"2026"” — firm_official
- “Financial Planning recognized 24 Merrill Wealth Management and Merrill Private Wealth Advisors on its annual Top 40 Brokers Under 40” — professional_press
Visual brand
- Has distinct logo — no (high)
- “"c_heroColorScheme":"BLUE","c_heroPicture":{"height":576,"url":"https://a.mktgcdn.com/p/3EfJQTJyYT0XmfxBLUV8mKmVvAR5jjc_o_UyXN4_xQ8/1440x576.jpg","width":1440}” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill advisor-site template: corporate navy/blue hero, clean sans-serif, stock lifestyle and market-commentary photography, formal headshots. No team-specific mark or palette. (high)
- “"c_heroColorScheme":"BLUE"” — firm_official
