Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Edward Malicdem is a First Vice President and Resident Director-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 sits 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
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.