MARIA Sanudo
,

Senior Financial Advisor

9560 Wilshire Blvd
Beverly Hills, CA 90212
310.858.4811
Learn more about an advisor's background on
Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Maria has been with Merrill Lynch Wealth Management since 2010 and focuses on developing tailored strategies to help clients pursue short- and long-term goals for high-net-worth individuals, their families and their businesses. She does this by leveraging the investment insights of Merrill and access to the banking convenience of Bank of America. Committed to collaboration, with the client’s permission Maria can work closely with each client’s attorney, accountant and other advisors to help her offer financial advice and guidance that complements their overall situation and goals. Passionate about delivering excellent service, Maria works to help save time, make more informed financial decisions and drive progress.

Prior to joining Merrill, Maria worked for BBVA Compass Investment Solutions, servicing affluent families mostly from Latin-America. Prior to her career in the investment management field, Maria was a project manager for a medical device company, in Wurzburg, Germany. Through her past work experiences and opportunities to live in several countries, Maria is fluent in Spanish, French, German and Portuguese. She earned a B.S. in International Business Economics and a B. A. in French from the University of Arizona, and holds the Series 7 and 66 FINRA registrations.

 

Merrill Life Agency's California License Number 0522776
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Yoga Gives Back.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Maria Sanudo is registered to do business in AZ, CA, DE, FL, NC, NV, NY, OH, OR, TX.