Jaime Court and Juan-Carlos Marino on Forbes Best in State List

Jaime Court, Senior Vice President and Private Wealth Manager, and Juan-Carlos Marino, Senior Vice President and Private Wealth Manager, for Merrill Lynch Private Banking and Investment Group, were recently recognized on the Forbes "Best-In-State Wealth Advisors" list. Jaime and Juan-Carlos work alongside Frank Di Rocco, Senior Vice President and Private Wealth Manager, at The Infinse Group in Miami. Since 1991, The Infinse Group has helped clients navigate the complex financial landscape as the nature of business expands across borders - and as increasing numbers of families choose to live in different countries around the globe.

Jaime earned a bachelor’s degree in Agricultural Engineering from Purdue University and an M.B.A. in Finance from George Washington University in Washington, D.C. Jaime’s background in engineering, combined with his Certified Investment Management Analyst®, CIMA®, designation, helps him offer clients a sophisticated view of the wealth management process. Jaime is a member of the Society of Trust and Estate Practitioners (STEP).

Juan-Carlos graduated from the University of Florida with a bachelor’s degree in Political Science and Latin American Studies. He also studied at la Sorbonne and the Institute of Political Science in Paris, France, before ultimately attaining his Master of Law degree from the University of Nice School of Law in Nice, France. Juan-Carlos is a member of the Society of Trust and Estate Practitioners (STEP).

Jaime and Juan-Carlos, both residents of Coral Gables, use their extensive knowledge of international business and wealth management to work closely with their clients. Juan-Carlos develops wealth management solutions for high-net-worth families to help them structure their financial assets and pursue their short and long-term financial goals. Jaime provides guidance designed to help business executives and entrepreneurs manage their wealth on a global scale. Both Jaime and Juan-Carlos have worked with Merrill Lynch Wealth Management for nearly 30 years.

Forbes “Best-In-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.