As a Merrill Financial Advisor and Portfolio Manager, Miguel Pacheco's role is to focus on helping clients organize all their financial affairs. While helping clients create and grow their wealth, manage it in the most tax efficient way and to produce additional wealth for their families. He accomplishes this by building a relationship on trust and understanding. He also takes a holistic wealth management approach that focuses on outlining and detailing each step of the wealth management process to help clients reach and maintain the lifestyle they desire and the goals they have designed for themselves and their family.
Miguel Pacheco holds a Bachelor's and a Master in Corporate Finance from Alliance University in New York City. He has been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2018.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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.
