Frank Murillo, CFP®, AAMS®

Retirement planning for senior executives, made simple.

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Snowden Lane Partners Frank Murillo, CFP®, AAMS®
Coral Gables, FL

Serving Clients Nationwide

Retirement planning for senior executives, made simple.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Frank, a Certified Financial Planner™, Managing Director, and Partner at Snowden Lane. With more than 16 years of experience in the industry, I joined the firm in 2019 after nearly a decade with Merrill Lynch, where I previously served as Senior Portfolio Advisor and International Wealth Advisor.

Currently I dedicate my practice to helping everyday folks prepare for and improve their retirement. Among the questions I help clients answer are:

Can you save some dollars in your current strategy?
Are your investments aligned to what you’d like them to do?
Will your nest egg last the length of your retirement?

If you’re in need of some help, feel free to pick a time on my calendar. In addition to helping folks understand their finances, I write a blog at www.franktheplanner.com aimed at helping you address some of these concerns.

While I’m physically in sunny South Florida, I cater to clients nationwide as well as internationally. I also hold the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning. When I’m not working, I love to travel with my wife Melissa, ten year old Belgian Shepherd, and two-year old son, Ben.

Every Tuesday and Thursday I set aside time for any inquiries – just click the Calendly link in my bio to schedule some time for a brief consultation.

Professional Designations

  • Accredited Asset Management Specialist (AAMS)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • The AGC

Primary Location

1 Alhambra Plaza Suite 1130 Miami, FL 33134

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Based
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

The first meeting is a conversation. Our main focus is to learn about you, your family, and your finances. We will get crystal clear on where you are now and where you'd like to go. If your needs match our expertise, we'll gather some facts and schedule a second in-depth meeting.

Offers Investment Management

Yes

About our Firm

Snowden Lane Partners is an independent wealth advisory firm. Founded in 2011, the leadership team has over 125 years of combined experience from the world’s largest wealth management firms and founded Snowden Lane in order to create a place of higher ideals; a place where the client’s interests are second to none.

Snowden Lane is a fiduciary for our clients. Our independence enables us to impartially evaluate investment strategies, managers, and investment products. We are solely focused on our clients best interests - it’s the way we like to do business. Our value proposition is simple: we succeed when our clients succeed.

Education

Florida International University, Bachelor's Degree, International Business

Languages

  • English
  • Spanish

Hobbies and Interests

  • Basketball
  • Eating Out
  • Family
  • Movies
  • Traveling
  • Writing

Who We Serve

  • Attorneys
  • Baby Boomers
  • Blended Family
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Entrepreneurs
  • Expats
  • Foreign-Born Individuals
  • Gen X
  • Government Employees
  • Healthcare Professionals
  • Living in Retirement
  • Private Foundations & Organizations
  • Remote Workers
  • Veterans
  • Widow
  • Women Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.