Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
George L. Salguero
How Can I Help You?
You deserve advice and guidance that’s grounded in knowledge
and experience. As a financial advisor, I have worked with some of the highest quality firms in the securities industry since 1974.I draw on those decades as I help individuals and families manage their wealth. Over the course of my career, I have used my deep understanding of the markets to help clients throughout numerous economic and market cycles. Candor and open client dialog are the foundation of my work.
Clients can look to me for strategies in key areas of wealth management, including retirement income planning, estate planning services, insurance and annuity reviews and education funding strategies. Through Bank of America, N.A., I can offer access to credit and lending services. I focus on growth and wealth preservation for clients as well as asset preservation, using fixed-income investments including municipal bonds, treasuries and corporate bonds. Generally, I use conservative strategies to help pursue clients’ financial needs, many of whom are either in retirement or close to that phase in their life. My service is supported by the investment insights of Merrill and the banking convenience of Bank of America, N.A.
My listening to you and understanding what is important in your life are crucial to your success, and mine. Armed with your financial goals and details, I can then customize a wealth management strategy designed specifically for your objectives, risk tolerance, time horizon and liquidity needs. It is through this thoughtful level of communication that I am able to understand what your needs are today and where you want to be tomorrow.
Committed to Simplifying Your Financial Life
My consultative process begins with an in-depth discussion of your current finances and future objectives. I’ll address issues you may have overlooked that can have a significant impact on your ability to retire as you planned. If you’re near or in retirement, I can help you reorganize your wealth to generate income. If retirement is still several years away, we can discuss other investment strategies to address your specific needs. Finally, I can adjust your investment strategy to accommodate changing conditions and income demands that may arise during retirement. When needed, I can work with your accountants and attorneys as we work toward pursuing the future you deserve.
My job is to help guide you through the sometimes complex world of wealth management. I will help you clarify your objectives, understand your financial choices and define a strategy appropriate for your current needs and your future plans. I want you to enjoy the wealth that you currently have and to find paths that allow for continued asset growth. With prudent advice and guidance and personalized client service, I am committed to helping you stay focused and on track so that you can make the most of life today and look forward to what lies ahead.
Over the course of my career, I have used my deep understanding of the markets to help clients throughout numerous economic and market cycles. Candor and open client dialog are the foundation of my work.
George L. Salguero
Senior Vice President
Senior Financial Advisor
George joined Merrill Lynch Wealth Management in 2014, bringing with him the knowledge and experience he acquired since launching his financial services career in 1974 with Southeast Banking Corporation, now Wells Fargo, in Miami, Florida. Throughout his career, George has thrived on helping to guide clients on the path to their financial future. He enjoys the personal relationships he builds with these business owners, individuals and families. George finds the most rewarding part of his job is helping them focus on a goal and working with them through the years to pursue it.
A veteran in the industry, George has served in leadership positions for various major financial firms and industry groups. From 1993 to 1998 he served on the board of governors of the Florida Securities Dealers Association. During that time George was a sponsor for the Stock Market Games, which is the Foundation for Investor Education’s program that simulates real-world investing for school children. George holds the FINRA Series 7, 63, and 65 registrations as well as the Life, Health & Variable Annuity Insurance licenses in California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, Texas, Virginia and Wisconsin.
When not working, George likes spending time with his wife, Mona, three children and two dachshunds. He also enjoys hiking and traveling, as well as photography. George is an accomplished portrait photographer. George makes his home in Fort Lauderdale, along with his wife, Mona.
Florida Atlantic University
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.
We put you first, every day.
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.