SEBASTIAN PEREZ

Sebastian Perez is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. Sebastian started his career in Finance at Primerica, where he rose to the level of Regional Vice President. Prior to starting at Merrill, Sebastian served as a Senior Financial Consultant at Regions Bank.
Sebastian's passion is helping high-net-worth individuals and families achieve their financial goals. Born in Cuba, Sebastian is fully bilingual, speaking both English and Spanish. He focuses on educating first-generation wealth creators who have immigrated to the United States on how to grow and maintain their wealth for the benefit of future generations. Sebastian holds both his Series 7 and 66 FINRA registrations, as well as being a fully licensed Life, Health, and Annuities insurance agent.
Outside of the office, Sebastian is an avid car lover and soccer fan. Most of all, when the markets are closed, Sebastian enjoys spending time with his wife and son.

_{A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.}