Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Sam Santiago and his team of investment industry professionals combine their industry knowledge and capabilities of Merrill to provide a full range of wealth management services to corporate executives, business owners and their families.
With 19 years in the financial services industry, Sam joined Merrill Lynch Wealth Management in 1999. He has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and non-qualified deferred compensation plans. Sam can help corporate executives integrate their corporate benefits into a long-term financial strategy.
He focuses on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve. Sam delights in understanding the psychology of his clients. He helps them uncover behavioral finance tendencies that may contribute to limiting financial growth. This process equips his clients further to meet their financial goals.
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Insurance Associate Specialist
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.
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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.