Fabiola Sardinha
Fabiola Sardinha is a Managing Director and International Wealth Advisor at Merrill, where she brings over 25 years of experience in global wealth management. Prior to joining Merrill in 2003, she spent five years at Morgan Stanley, building a foundation in investment strategy and international client service. Bilingual in English and Spanish, Fabiola serves a diverse client base across Latin America—including her native Venezuela—as well as throughout the United States. She specializes in designing customized strategies for high-net-worth individuals and their families, helping them pursue both short- and long-term financial goals such as retirement and wealth transfer planning.
In addition to her work with individuals, Fabiola has developed extensive knowledge in advising institutional clients, including private foundations, endowments, and educational organizations. She works closely with these nonprofits as they establish their Investment Policy Statements and helps them clearly define objectives that align with each organization’s mission and financial vision. Fabiola’s approach to wealth management is consultative, objective, and deeply client-focused. She prides herself on her ability to listen closely, understand the nuances of each client’s financial landscape, and leverage the extensive resources of Merrill to deliver thoughtful strategies. She holds a B.S. in Finance and Marketing from Florida Atlantic University and has been a resident of West Palm Beach, Florida, since 1989. Outside of her professional commitments, Fabiola enjoys traveling the world and the vibrant cultural life of South Florida.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions, listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I'll then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies that can help turn your goals into reality.
AWMA™
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.
