The Vigil Group - Merrill Lynch Financial Advisor

Financial Advisor, Merrill Lynch

The Vigil Group

Global Wealth Management


1000 AVIARA PARKWAY
Suite 200

CARLSBAD, CA 92011

Phone: (760) 930-3100
Email:

Directions to Branch

PROFESSIONAL STAFF

(760) 930-3107 Assistant Vice President
(760) 930-3104 Investment Associate
(760) 930-3100 Client Associate

PROFESSIONAL PROFILE

The Vigil Group develops and implements customized financial strategies and solutions for affluent individuals and families. We conduct an in depth analysis of each client's personal financial situation and provide appropriate solutions on a comprehensive basis.

Our team incorporates a broad array of advisory services, including but not limited to: Retirement Planning and Analysis; Single Stock Risk Management; Credit and Lending Solutions such as home mortgages, equity lines and securities based loans; Survivor Protection; Trust and Estate Planning; and, Business Financial Services such as cash management and various other types of commercial lending solutions.

Mark graduated from San Diego State University with a degree in Economics and started his career in the financial services industry in 1997. Mark joined Merrill Lynch in 2005 as a Financial Advisor and holds the title of Assistant Vice President. He achieved the distinction of becoming an Accredited Asset Management Specialist through the College of Financial Planning.

Linda graduated from the University of San Diego with a degree in Business Administration and started her career in the financial services industry in 1997. Linda joined Merrill Lynch in 2005 as a Financial Advisor and holds the title of Assistant Vice President. She achieved the distinction of becoming an Accedited Asset Management Specialist through the College of Financial Planning.

Mark and Linda live in Carlsbad with their 2 sons, Cheyne and Christian and their yellow Labrador dog, Kona.

Tanya Lastrilla provides administrative support for client relationships.

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Mark Vigil is registered to do business in: AZ, CA, GA, IL, MN, NV, NY, UT, VA

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