Bruna Leonel

Background

About Bruna Leonel

As a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, I help individuals, families, and business owners simplify their financial lives and build strategies that support what matters most to them. My passion is helping clients gain clarity and confidence around their wealth-whether they are growing their assets, preparing for retirement, managing a business, or planning their legacy. Originally from Brazil, with a background spanning Australia, the UK, and the U.S, I help bring a global perspective to my client relationships while offering the attentiveness and trust of a local advisor here in Guam. I believe in educating my clients, breaking down complex financial topics, and empowering them to make informed decisions. My approach is collaborative, transparent, and highly personalized. As part of the Stoll-Sablan Group at Merrill, my clients benefit not only from my experience but also from a team-based model backed by the extensive resources of Merrill and the banking convenience of Bank of America. We deliver holistic strategies that integrate investments, retirement planning, lending solutions, estate considerations, and more. I hold the Certified Plan Fiduciary Advisor®, CPFA® designation, with a focus on helping business owners navigate retirement plan management with fiduciary focus and confidence. At the core of my work is a commitment to clear communication, lifelong collaboration, and delivering strategies that adapt as life evolves. If you're looking for a financial resource who listens deeply, communicates clearly, and is invested in your long-term success, I welcome the opportunity to connect.