The Santiago - San Juan Group

Merrill Lynch Wealth Management
520 Newport Center Dr
Newport Beach, CA 92660
(949) 721-6540
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Santiago - San Juan Group
Merrill Lynch Wealth Management
Welcome

For over 30 years, we’ve been delivering strategies to help successful individuals, including business owners and their families build, preserve and manage their wealth.

Our emphasis is on accessibility, attentiveness and communication, which we believe are the reasons we have developed long-lasting relationships, some of which span more than three decades. By maintaining consistent contact with our clients, we help educate them so they can make informed, well-thought-out decisions about their future.

We believe our ability to listen—to thoroughly understand your financial needs and align them with the resources to help you meet them—is what sets us apart from other wealth advisors. We offer the convenience of top financial intellect, advice and a holistic wealth management strategy under one roof. From investments, credit and lending to cash management and trusts, we have access to the products and services that can help meet your unique needs on both sides of your balance sheet. 

We welcome the opportunity to show you how we can work together to create financial strategies designed around you, your goals and your dreams.

*Credit and Lending Services are through Bank of America, N.A.

Recognition
Dorothy Santiago
Senior Vice President, Wealth Management Advisor
Forbes "America"s Top Women Wealth Advisors", 2021
(Published on March 24, 2021. Rankings based on data as of Sept 30, 2020.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
Show more recognition
About Us
Philosophy

We 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, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Dorothy J Santiago,

CEPA®,CPFA™,CPWA®

Senior Vice President, Wealth Management Advisor
949.721.6540
Margarita M San Juan,

CEPA®,CPFA™,CPWA®,CRPC™

Senior Vice President, Wealth Management Advisor
949.721.6545
Barbara Harboldt
Wealth Management Associate
949.721.6543
Annette Jurkatis
Registered Wealth Management Client Associate
949.721.6544
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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.