Fabio Concesi, previously with Citibank, has joined Merrill Lynch’s Strategic Wealth Advisory Group in Miami, Fla., as an international wealth strategist.
Concesi is an attorney, has a master’s in International tax law from the University of Barcelona, and has over ten years of experience globally.
Concesi started on the tax advisory team at Price Waterhouse Coopers in Rio de Janiero, Brazil. He then joined Citibank where he worked as a legal and compliance officer in Barcelona, Spain, a trust officer in Zurich, Switzerland, and then relocated to Miami in 2012 advising ultra high-net-worth clients on wealth planning matters with the Citi Wealth Planning team.
As international wealth strategist at Merrill Lynch, Concesi will be serving global clients throughout Latin America specializing in estate and wealth planning services.
Merrill Lynch announced this past July that it would create a specialized team of advisors to serve clients with a specific focus on the ultra-high-net-worth segment in 29 countries. These International advisors are all based in the U.S., and are to focus on attracting clients primarily in Brazil, Canada, Chile, Colombia, the Dominican Republic, Mexico, Panama and Peru.
