Miguel Sanchez

Miguel D. Sanchez is a Senior Vice President, Senior Financial Advisor, and founder of ST Wealth Management Group at Merrill, a wealth management team headquartered in Los Angeles. Miguel provides customized financial advice and guidance to high-net-worth individuals, families, and businesses, helping them address multiple aspects of their finances to advance a more cohesive and efficient whole. A veteran Advisor, Miguel began his career with the firm in 1993, providing him with the continuity, knowledge, and network to support a range of needs and priorities. He grounds his work in clarity and transparency, serving clients with the loyalty and integrity he would want for his own family.

The son of Mexican immigrants, Miguel has seen first-hand the success that people can achieve when they combine hard work and persistence. He has significant experience addressing the needs of business owners in the Latin community, mindful of their years of effort and sacrifice. His areas of focus also include pre- and post-retirement strategy, customized investment management, business and personal lending, risk analysis, and next-generation wealth transfer. He believes it is very important to support clients in making informed decisions about their finances. He enjoys educating clients about their options and is patient and thorough in explaining the rationale behind his advice.

Miguel has more than 25 years of experience at Bank of America/Merrill. He began his career at 19 as a Teller and quickly took on additional responsibilities as Banker, Business Development Officer, and Sales Assistant. In 2003, he became a Financial Advisor, allowing him to connect clients to capabilities across the enterprise. He leads a tightly knit group that includes team members Ricardo Trejo and Saul Rodriguez. Together, they look to demonstrate client’s importance through a culture of diligence, responsiveness, and trust.

A Los Angeles native, Miguel is proud to live and work in the city of his roots. When not in the office, he enjoys spending time with his wife Marisa, stepdaughters Jessalyn and Valerie Escalante, son Michael and daughter Cassandra. His free-time passions include coaching his son’s football team and playing golf.

*Banking and Lending Services are through Bank of America, N.A.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.