Estevan Escarsega
Hi, I'm Estevan Escarsega. I've worked in financial services since 2018 and love building real relationships with my clients. I take time to understand what matters most so I can help guide them with clarity and purpose. Outside of work, I enjoy time with my family, staying active, and sharing good meals. These moments remind me why balance matters in life and in financial planning.
Hi, I'm Estevan Escarsega, a Financial Advisor based in Dallas, Texas. I served in the First Ranger Battalion from 2011 to 2014, stationed in Savannah, Georgia, and deployed three times to Afghanistan. That experience shaped my commitment to service, discipline, and helping others succeed with purpose.
Today, I bring that same mindset to financial planning. My approach is built on trust, transparency, and a deep understanding of what matters most to the individuals and families I work with. I focus on retirement planning, legacy building, and supporting fellow veterans as they transition into civilian life and plan for long-term financial security.
By taking the time to understand your unique goals, values, and circumstances, I create personalized strategies designed to grow and preserve your wealth. I believe financial advice should be clear, proactive, and empowering, so you always feel informed and supported.
Whether you're preparing for retirement, navigating a major life transition, or building a legacy for future generations, my mission is to help you move forward with confidence and clarity.
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.
