Merrill Lynch has hired Fabio Concesi as new international wealth strategist within its s Strategic Wealth Advisory Group in Miami.
Based at the firm’s Miami office, Concesi will report to Stacy Allred, head of the group, Merrill Lynch.
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In his new role, Concesi will advise global clients across Latin America specializing in estate and wealth planning services.
Concesi joined Merrill Lynch from Citibank where he worked as a legal and compliance officer in Barcelona, Spain. In 2012, he relocated to Miami in 2012 advising ultra high-net-worth clients on wealth planning matters with the Citi Wealth Planning team.
He began his career as a tax advisor at PricewaterhouseCoopers in Rio de Janeiro, Brazil.
In July 2015, Merrill Lynch has created a specialized team to advise UHNW clients in 29 countries.
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