Eduardo JuveraFinancial Advisor, Merrill Lynch
Eduardo joined Merrill Lynch last year after spending five years in the financial services industry. Before that, he founded, ran and sold a startup business. As a result of that entrepreneurial experience, Eduardo focuses his practice on business owners and their families. As a bilingual American, Eduardo is also a successful financial advisor to native Spanish-speaking clients, carefully explaining behavioral investing and financial management concepts to clients in both languages. He has FINRA Series 7 and Series 66 licenses as well as his Texas Insurance License and Nationwide Mortgage Licensing System (NMLS) registration.
As a Merrill Lynch financial advisor, Eduardo offers advice and guidance based on the client’s and the family’s goals and priorities. The Merrill Lynch, wealth management philosophy, is different because we place the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, Eduardo recommends appropriate financial strategies designed to help clients pursue goals, assisting clients as they track progress towards them and working with them to adjust the strategy over time as life changes.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Big Brothers and Big Sisters of Central Texas, Greater Austin Food Bank and Habitat for Humanity.
Eduardo holds a bachelor degree of business administration in economics from St. Edward’s University where he graduated Magna Cum laude.