Erick Montealegre
Erick Montealegre is a Financial Advisor with Merrill and has worked in the financial services industry since 2003. He focuses on helping high-net-worth individuals, families, business owners, and executives address the complexities of wealth through personalized financial strategies tailored to their unique goals and circumstances.
Over the course of his career, Erick has built his practice around providing personalized attention, proactive service, and thoughtful guidance. He believes that successful wealth management begins with a thorough understanding of each client's goals, priorities, and unique circumstances. By developing strong relationships and taking a comprehensive approach to planning, Erick helps clients make informed financial decisions and pursue their long-term objectives.
Erick takes a goals-based approach to wealth management, helping clients navigate important financial decisions related to investment management, retirement planning, education funding, estate planning services, wealth transfer strategies, liability and risk management, concentrated stock strategies, and tax-aware wealth planning strategies. He has extensive experience working with corporate executives, affluent families, and business owners.
Clients often look to Erick for guidance during significant life and financial transitions, including retirement, inheritance, and business succession or liquidity events. He also works with executives to address the challenges associated with concentrated stock positions and integrating employer-sponsored benefits into their overall financial strategy.
Drawing upon the resources of Merrill and Bank of America, Erick coordinates access to a broad range of capabilities to help clients address various aspects of their financial lives. His objective is to provide thoughtful guidance, personalized service, and ongoing support as clients work toward their financial goals.
Erick holds the Chartered Retirement Planning Counselor™ , CRPC™ designation awarded by The College for Financial Planning Institutes Corp.
Since beginning his financial services career in 2003, Erick Montealegre has focused on helping high-net-worth individuals, families, business owners, and executives address the complexities of wealth through personalized financial strategies.
Erick's approach is centered on understanding each client's unique goals, priorities, and circumstances. He works closely with clients to develop customized strategies addressing investment management, retirement planning, estate planning services, wealth transfer planning, education funding, concentrated stock strategies, liability and risk management, and tax-aware wealth planning considerations.
Erick provides guidance during important financial transitions, including retirement, inheritance, business succession, and liquidity events. By leveraging the resources of Merrill, Bank of America, and Bank of America Private Bank, he helps clients develop comprehensive strategies designed to address both current needs and long-term objectives.
Erick holds the Chartered Retirement Planning Counselor™, CRPC™ designation from The College for Financial Planning Institutes Corp.
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.
