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- Trust & Estate Services2
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Luiza Sigaud is celebrating her 20th anniversary with Merrill Lynch and relationships with clients that span generations of their families in the U.S. and abroad.
Before becoming a financial advisor, Luiza spent years helping to structure and execute investment strategies for ultra-high-net-worth clients worldwide. She also conducted research in managed products including mutual funds, ETFs and alternative investments* (such as hedge funds, managed futures and private equity).
Today, Luiza continues to bring a referred circle of sophisticated clients her passion for preserving wealth and presenting new opportunities. Among those she serves are multi-national CEOs, successful business owners and entrepreneurs, as well as women who’ve gone through the divorce process.
Fluent is several languages (Portuguese, Spanish and English), Luiza believes in the value of frequent communications and developing a genuine appreciation for each client’s ambitions, concerns and proudest achievements. Luiza considers many clients to be good friends and enjoys spending time with them at social events.
“Clients are enthusiastic discussing innovation, the technology they use, and their hopes for family members,” Luiza explains. “We also talk about trends in health care, aging, and explore ways to invest accordingly. Like me, clients tend to have a global perspective on investing. To help them optimize their wealth, I offer access to residential and securities-based lending. I also encourage them to maintain a long-term investment view – one that can serve their children and grandchildren.”
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
In 1997, Luiza began her career as an equity and fixed income specialist in the International Sales and Marketing Group of Merrill Lynch. A year later, she joined the firm’s International Advisory Group. Luiza was also active in the fixed income and equity trading – working primarily with foreign based clients. Since 2001, Luiza has actively served the best interests of an impressive clientele in the U.S. and abroad.
A lifetime learner, Luiza holds an MBA in Financial Management from Pace University and an Undergraduate degree in Social Service from Pontifícia Universidade Católica de Sao Paulo. Luiza also completed the educational component of the CIMA® at the Wharton School at the University of Pennsylvania and was awarded the designation of Certified Investment Management Analyst® by the Investments & Wealth Institute™ (The Institute).
Luiza resides in Manhattan with her husband, Alberto. High energy and generous with her resources, she enjoys scuba diving, skiing, hiking, traveling and supporting The Brazil Foundation.
English, Portuguese & Spanish
Pontificia Universidade Católica de Sao Paulo
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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.
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