Anthony Sanchez
The concept of “giving back” drives me to want to help people who may be facing financial challenges such as retirement income planning and educational funding. The process begins by using Merrill’s wealth planning approach to help you identify and pursue your financial goals and dreams.
There are significant demands and complexities that can come along with different levels of wealth. Understanding your family, your concerns, goals and priorities provides the insight needed to walk you through a range of potential opportunities and strategies—and ultimately create a personalized plan that's aligned with your risk tolerance, time horizon, and liquidity needs.
Think of me as a guide and teacher who can help you and your family—including the younger generation—understand the planning process, how the markets operate, and the power of creating a financial strategy designed to help you grow and preserve wealth. Appreciating the importance of being supported at various moments in life fuels our desire to offer the same commitment to you.
I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
