Merrill Lynch - Fernando Marquez
"Merrill Lynch - Fernando Marquez"
I'm a bilingual licensed financial adviser with over five years of financial services experience. Located in Phoenix, Arizona, my team works closely with individuals, families, and businesses who trust us to help them navigate through the uncertainties of retirement, estate planning strategies, and legacy planning.
What we do is provide clarity and thus help reduce anxiety for clients on a range of topics relating to their personal financial health and wealth. While the topics can be complicated and the problems complex, we work to keep the process service oriented and simple. The approach is honest, holistic, and comprehensive, considering 7 life priorities which are all interconnected. Through our work, we are able to help individuals, families, and businesses prepare for their financial future as well plan their legacy. We are thorough, detailed oriented and focused on listening to what our clients want, and need, so we can develop the right personalized strategies. The combination of Merrill and Bank of America resources and specialists, provide us with the ability to help our clients with almost any financial need.
I was born and raised in a small town northwest from Phoenix called Bullhead City, AZ. I'm the oldest of three boys and moved to Phoenix after high school to attend Arizona State University. After graduating, I started my career in the financial services industry and eventually was well recognized as a top performer within my company. In 2018, I graduated from Grand Canyon University with a Masters of Business Administration and Management and transitioned to Merrill shortly thereafter. My passion has always been supporting others, especially the underserviced. I understand the pains and struggles of coming from a poor, minority background. I strive to become a leader within the Hispanic community and be a mentor to the up-in-coming generation. This continues to be the driving force of what I love to do everyday.