Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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.
Speaking the language of clients (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.
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 Investment Management Consultants Association (IMCA).
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.
Portuguese, Spanish & English
Pontificia Universidade Católica de Sao Paulo
Investment Management Consultants Association (IMCA)
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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.
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.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.