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 Goals. As a Financial Advisor, Eduardo assist clients by providing bespoke advice to make informed financial decisions and therefore help turn their assets into some amazing stories that will last through multi-generational relationships. He focuses on offering a comprehensive approach to managing generational wealth that begins with listening to a clients needs to help ensure every strategy is grounded in the understanding of what each client wants to achieve. He is a graduate of The University of Central Florida from the College of Business where he earned a bachelor's degree in Finance.
Eduardo, his fiancé, Alithu, and their Golden Lola live in the Lake Mary/ Heathrow area where they are active in the their community supporting other local communities, churches, charities, and events. Outside of Merrill, Eduardo enjoys spending time with his family and friends when he is out of the office. He enjoys long trail walks, traveling, working out, playing basketball, and he is a huge Sports fan with the Lakers being his favorite team.
Spanish & English
University of Central Florida
Winter Springs High School
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 will work to help you stay on track, regardless of what the markets are doing.
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.