Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.
Eduardo A. Montiel has been in the financial services industry since 2015 and joined Merrill Lynch Wealth Management in 2019. His focus is on developing strategies and providing investment guidance for individuals, their families and their businesses by understanding their short and long-term financial objectives. As a Financial Advisor Eduardo assists clients by helping them manage their individual wealth and he also focuses on offering a comprehensive approach to managing wealth that begins with listening to a clients needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve. He is a graduate of the University of Central Florida with a bachelor's degree in Finance.
Eduardo and his fiancé, Alithu, live in the Lake Mary/ Heathrow area and are active in the community supporting local communities, churches, charities, and events. Outside of Merrill, Eduardo enjoys spending time with his family and friends. He enjoys traveling, working out, playing sports, and he is a huge basketball fan with the Lakers being his favorite team.
Spanish & English
University of Central Florida
Winter Springs High School
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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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.