Nestled between the city and the water in the heart of the Financial District, our Miami office is the headquarters location for BNY Mellon’s network of Florida offices. Our diverse Miami experts offer a wide range of customized wealth planning, investment management and financial planning services. They provide clients with a convenient, local connection to the world-class resources of a global financial leader, delivered through a highly personal approach. The office is also an ideal location for meetings, conferences and events.
Head of International Wealth Planning and Fiduciary Services
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