Edward Malicdem is a Senior Vice President and Senior Resident Director - Wealth Management Advisor at the Pasadena, CA Merrill Lynch Wealth Management office. Along with his team, Ed works with a select group of families and businesses in developing wealth management strategies.Ed understands that one of the biggest challenges for his clients lies in creating a dynamic and flexible wealth management plan, and he utilizes Merrill's time tested tools to aid clients in the pursuit of these goals. He is committed to understanding the specific situations of his clients and systematically reviews their progress to recommend adjustments. Ed also focuses on tax minimization strategies as part of his retirement and estate planning process.Additionally, Ed works closely with his clients’ other advisors including their attorneys, CPA’s, and key family members, allowing him to focus holistically on his clients’ total financial picture. Addressing estate planning issues is generational; therefore, Ed believes it is imperative to bring all key parties together to ensure proper estate succession.Ed is a native of Southern California and graduated from La Salle High School in Pasadena. He earned dual degrees in Political Science and History at UC Berkeley, before studying law at Whittier College School of Law and ultimately transitioning into the area of financial services. Ed currently resides in Eagle Rock with his wife, Monique, and has two adult children, Maddy and Michael. Deeply committed to his local community, he served as the President for the Board of Trustees at Search to Involve Pilipino Americans and is active in his local parish, St. Dominic’s. In his leisure time, Ed enjoys travel, attending theatre and sporting events.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
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.