Miguel Ortega
First Vice President, Senior Financial Advisor
NMLS #637318
11811 Bernardo Plaza Court
San Diego, CA 92128
Learn more about an advisor's background on
Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.

Miguel A. Ortega has been in the financial services industry since 2005 and joined Merrill in 2008. His focus is on helping affluent individuals like you develop personalized financial strategies by understanding your short- and long-term financial goals. He is a graduate of San Diego State University with a bachelor's degree in Finance. He and his wife, Andrea, live in SAN DIEGO with their one child, Roman, children and are active in the community, supporting Support The Enlisted Project, One More Win, and The Boys and Girls Club.
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.

Meet Our Professional Staff
Brandee Rogers
Registered Wealth Management Client Associate
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Rommel M Orje
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637394
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
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.
Miguel Ortega is registered to do business in AZ, CA, CO, FL, HI, ID, MD, NV, TX, UT, VA, VT, WA.