Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Miguel D. Sanchez is a Senior Vice President, Senior Financial Advisor, and founder of ST Wealth Management Group at Merrill, a wealth management team headquartered in Los Angeles. Miguel provides customized financial advice and guidance to high-net-worth individuals, families, and businesses, helping them address multiple aspects of their finances to advance a more cohesive and efficient whole. A veteran Advisor, Miguel began his career with the firm in 1993, providing him with the continuity, knowledge, and network to support a range of needs and priorities. He grounds his work in clarity and transparency, serving clients with the loyalty and integrity he would want for his own family.
The son of Mexican immigrants, Miguel has seen first-hand the success that people can achieve when they combine hard work and persistence. He has significant experience addressing the needs of business owners in the Latin community, mindful of their years of effort and sacrifice. His areas of focus also include pre- and post-retirement strategy, customized investment management, business and personal lending, risk analysis, and next-generation wealth transfer. He believes it is very important to support clients in making informed decisions about their finances. He enjoys educating clients about their options and is patient and thorough in explaining the rationale behind his advice.
Miguel has more than 25 years of experience at Bank of America/Merrill. He began his career at 19 as a Teller and quickly took on additional responsibilities as Banker, Business Development Officer, and Sales Assistant. In 2003, he became a Financial Advisor, allowing him to connect clients to capabilities across the enterprise. He leads a tightly knit group that includes team members Ricardo Trejo and Saul Rodriguez. Together, they look to demonstrate client’s importance through a culture of diligence, responsiveness, and trust.
A Los Angeles native, Miguel is proud to live and work in the city of his roots. When not in the office, he enjoys spending time with his wife Marisa, stepdaughters Jessalyn and Valerie Escalante, son Michael and daughter Cassandra. His free-time passions include coaching his son’s football team and playing golf.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
california technical Univeristy
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Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.