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.
I believe that it is important for affluent individuals and families to work with a financial professional to eliminate the emotional tie that they may have to their weatlh when it comes to market conditions and world events. My job is to help them achieve their goals regardless of current market conditions, due to various events, using the resources available to me and studying the data in present and future tense, and communicating this information to them. This allows me to be proactive and assist my clients to navigate through various market conditions and world events.
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.
