Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Edward Malicdem is a Senior Vice President and Sales Manager-Wealth Management Advisor at the Glendale Merrill Lynch Wealth Management office. Along with his team, Ed works with a select group of families and businesses in developing wealth management strategies.
Ed understands that one of the biggest challenges for individual, family or business owner is in creating a dynamic and flexible wealth management plan, and he utilizes Merrill's goals-based wealth management process to aid clients in the pursuit of these goals. He is committed to understanding the specific situations of clients and systematically reviews their progress to recommend adjustments along the way. In addition to business finances, Ed also focuses on tax minimization strategies as a focal part of his retirement and estate planning process. Additionally, Ed works closely with clients’ other family advisors including their attorneys, CPA’s, and key family members, allowing him to focus holistically on a client’s total financial picture. Addressing estate planning and financial issues is generational; therefore, Ed believes it is imperative to bring all key parties together to help ensure proper estate succession.
Ed is a native of Southern California and graduated from La Salle High School in Pasadena. He earned dual degrees in Political Science and History at UC Berkeley, before studying law at Whittier College School of Law and ultimately transitioning into the area of financial services. Ed currently resides in Eagle Rock with his wife, Monique, and children, Maddy and Michael. Deeply committed to his local community, he was previously on the Board of Regents at La Salle High School, coaches middle school basketball, and is active in his local parish, St. Dominic’s. Over the past years, Ed has served as the Southern California Chair for “Hoop It Up” and “Kick It,” traveling 3x3 basketball and soccer tournaments. In his free time, Ed enjoys spending time with his family and golfing occasionally.
Ed does not provide legal advice in his role at Merrill.
La Salle High School
University of California at Berkeley
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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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