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You are here: Home / About Us / People / Alvaro A. Galvis

Alvaro A. Galvis

C(k)P®, CPFA, CRPC®, CRPS®
Vice President, Wealth Management Advisor

aagalvis@gmail.com

Alvaro A. Galvis joined Merrill Lynch in 2002 and dedicates his time and experience to managing corporate benefit programs for small to mid-size corporations with Defined Contribution and Defined Benefit consulting needs. Alvaro is a partner with The MG Group at Merrill Lynch. His team of professionals combine their industry knowledge and capabilities with the global resources of Merrill Lynch to provide a full range of institutional consulting services and wealth management services to corporations, business owners, executives and their families.

Alvaro graduated from the Colombian Naval Academy and subsequently from Florida International University with degrees in International Business and Finance. Alvaro is a C(k)P® Certified 401(k) Professional in good standing with The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. Additionally, he holds the Certified Plan Fiduciary Advisor, the Chartered Retirement Planning Counselor, and the Chartered Retirement Plans Specialist professional designations, giving him in-depth insight into clients’ breadth of consulting and planning needs.

In 2015, Alvaro was named to the inaugural Financial Times Top 401 Retirement Plan advisors in the country; the Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times based on data gathered from regulatory disclosures, firms, and the FT’s research across the country. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT401.

Alvaro’s past and present community involvement includes: The Child Development Association — Board Member; Leadership North Fulton — Board Member; United Way of Metropolitan Atlanta — Investment Volunteer; The Star House — Advisory Board; JA Hispanic Outreach Program – Volunteer; The Atlanta ASPPA Benefits Council — Board Member; Pension Education Council of Atlanta — Board Member and VP of Community Relations

Upcoming Events

  1. Exploring the EBSA’s Criminal Enforcement Program

    March 25 @ 12:00 pm - 1:30 pm EDT

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Read our 2021 President’s Letter by clicking HERE.

PECA (Pension Education Council of Atlanta) was established by a committee that includes some of the most tenured and esteemed retirement plan professionals in the Atlanta area. PECA is committed to providing high quality continuing education and networking opportunities for all types of professionals, newer entrants into the industry, and benefits specialists working for plan sponsors, all of whom work with retirement plans.

PECA’s Board includes local experts with national reputations in the industry as speakers and thought leaders, years of success creating in-person and online educational programs, and relationships that have brought other nationally known experts to Atlanta to share their expertise:

  • Debra Carpenter – Debra L. Carpenter, CPA
  • Alison Cohen – Ferenczy Benefits Law Center
  • Lindsey Dolbeer – Retirement Strategies, Inc.
  • Ilene Ferenczy – Ferenczy Benefits Law Center
  • Alvaro Galvis – Merrill Lynch
  • Candace Jackson – Moore Colson
  • Joni Jennings – DWC – The 401(k) Experts
  • Evan Melcher – CAPTRUST
  • Joanne Pecina – ERISApedia.com
  • Shawn Slemons – Atlanta Retirement Partners
  • Lee Swerdlin – Swerdlin & Company
  • Mike Zahariades – Retirement Plan Administrators

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PECA Board Member applications can be submitted by clicking HERE.

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Upcoming Events

  1. Exploring the EBSA’s Criminal Enforcement Program

    March 25 @ 12:00 pm - 1:30 pm EDT

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