Yira Trujillo Estevez

Yira Trujillo Estevez is a Senior Associate at GenTrust, LLC, based in Florida, where she works closely with the advisory and wealth management teams to ensure exceptional client service and operational excellence. Her key responsibilities include managing client onboarding, facilitating disbursement requests, and addressing client inquiries to maintain the highest standard of service and professionalism.

Yira has extensive experience in wealth management, stemming from her prior 21-year tenure at Merrill Lynch. In her most recent role there, she supported international advisors in delivering credit and banking solutions to ultra-high-net-worth clients, focusing on liquidity, cash management, and overall asset allocation strategies. Her expertise extends to servicing clients in international private banking, particularly serving Latin American families and global high-net-worth individuals.

Yira holds a degree from Baruch College and is recognized for her strong relationship-building skills and dedication to best practices; she was elected to the Regional-Practice Management Advisory Council and selected as an Associate Satisfaction Champion during her career at Merrill Lynch. At GenTrust, she contributes to both the investment and client servicing sides of the business, with experience spanning multiple asset classes, especially in banking, credit, and cash management solutions for sophisticated clientele.