The Molkentin Chin Quee Group at Merrill Lynch provides comprehensive financial planning and investment management services to both individual and business clients. Led by John Molkentin, Denise Chin Quee, and Elizabeth Puerto, the group has over 60 years of combined experience in the financial services industry. They seek to help clients meet objectives like building, preserving, and passing on wealth in a tax efficient manner through long-term trusting relationships and solid investment performance. Their services include financial planning, portfolio investments, professionally managed accounts, insurance products, estate planning, and services for small business owners.

1. The Molkentin Chin Quee Group
Merrill Lynch
Molkentin Chin Quee Group
8840 S.W. 136th Street
Miami, FL 33176
John Molkentin
305.252.5612
Denise Chin Quee
305.252.5617
Elizabeth Puerto
305.252.5619
Relationships built on
knowledge, trust, service,
and performance. Over 60
years of combined
experience in the financial
service industry catering
to domestic and
international clients.
Bank of America Corporation

2. Our Philosophy
The Molkentin Chin Quee Group at
Merrill Lynch seeks to provide the
best advice possible to individual and
business clients. We use our
knowledge and the extensive
financial services platform at Merrill
Lynch to help our clients meet their
objectives. Building wealth,
preserving wealth, and passing on
wealth in tax efficient ways are our
clients’primary objectives. We
believe prosperous and mutually
beneficial long-term relationships
develop from trust and solid
performance.
Merrill Lynch’s wide array of
investor products and services
Comprehensive financial planning
Our financial plans are comprehensive and help us
identify your individual needs and goals.
Investments to build your portfolio
We offer a full range of investments- from equities and
fixed income to mutual funds and annuities.
Professionally managed accounts
With a seperately managed account (SMA), the same
institutional money managers who guide the CEOs of
Fortune 500 companies and the boards of
foundations and endowments can work for you.
Insurance for protection
Whether it’s for personal or business purposes, Merrill
Lynch offers a multitude of life and healthcare
insurance products from many of the top companies
in the industry.
Trust and estate planning services
Our estate planning services can help you transition
your wealth and create a lasting legacy. To help you
coordinate your planning efforts, we also offer
experienced and professional trustee services.
Services for small business owners
If you operate a small or medium-sized business,
we have the services you need, cash management,
lending, strategic business advisory, and qualified
retirement plan services.
A range of investment accounts
Merrill Lynch provides a wide range of accounts to
help meet a variety of investment needs. You can
work with us the way that works best for you, either
through a traditional brokerage account or in an
account where we serve as your investment advisor.
John C. Molkentin, Jr., CFP®
First Vice President- Wealth Management
john.molkentin@aol.com
John has over 13 years of experience as an advisor with
Merrill Lynch. Prior to working for Merrill Lynch at the Falls,
John worked as a Financial Advisor at Morgan Stanley in
Miami for 13 years. He also worked for Thomas Mckinnon
Securities in New York as the Manager of Mutual Fund
Trading Operations. Additionally, right out of college, he
worked for one year on the floor of the New York Stock
Exchange for Stern Brothers and Company. John has been
married for 24 years and has four children. He enjoys
spending time with his family, sports, and fishing.
Denise Chin Quee, CRPC®
Vice President
denise.chin.quee@ml.com
Denise has over 12 years of experience as a Financial Advisor
at Merrill Lynch and graduated from their
Professional Development Program. Prior to
working for Merrill Lynch at the Falls, she worked as a
Financial Advisor at Morgan Stanley in Miami for 13 years.
Denise started her career in the financial services industry in
1984 at Hollywood Federal Savings and Loan before joining
Dean Witter in 1987 as an Operations Manager. Denise has
two kids and has been married for over 27 years. She enjoys
gardening, cooking, and spending time with her family.
Elizabeth G. Puerto
Client Associate
elizabeth.g.puerto@ml.com
Elizabeth works as a Client Assosciate, managing daily
operations and account maintenence for clients. She started
work for Bank of America Investments in June of 2006. Prior
to working at the Miami Falls office, she worked at Morgan
Stanley. She is married with two children and enjoys
traveling, shopping and spending time with family and
friends.