Sam Santiago and his team of investment industry professionals combine their industry knowledge and capabilities of Merrill to provide a full range of wealth management services to corporate executives, business owners and their families.
With over 20 years in the financial services industry, Sam joined Merrill Lynch Wealth Management in 1999. He has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and non-qualified deferred compensation plans. Sam can help corporate executives integrate their corporate benefits into a long-term financial strategy.
He focuses on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve. Sam delights in understanding the psychology of his clients. He helps them uncover behavioral finance tendencies that may contribute to limiting financial growth. This process equips his clients further to meet their financial goals.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
