Edgardo Santiago
Senior Vice President, Senior Financial Advisor
225 Liberty Street
Floor 41
New York NY 10281
(212) 284.5652
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Your life is about more than investments. It’s about your business, your family and your legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life.
Profile
Edgardo Santiago serves as a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management focusing on financial advisory services. He firmly advocates for long term success through careful planning and disciplined execution of portfolio strategies. With a focus beyond trading, Edgardo emphasizes the importance of tailored planning and proactive investment management to help maximize the likelihood of achieving clients’ long-term objectives, cautioning against sacrificing long-term goals for short-term gains.
Recognizing that wealth management encompasses more than just investments, he actively engages in various aspects of clients’ personal and business affairs, dedicating ample time and resources to each relationship. As a result, he selectively works with a limited number of high-net-worth families, prioritizing the cultivation of enduring client connections.
Before joining Merrill in 2023, Edgardo accumulated over two decades of experience in wealth management with renowned financial institutions. He spent eleven years at Morgan Stanley Wealth Management specializing in advising ultra and high net worth families primarily from Venezuela, Dominican Republic, Ecuador, and the United States. Prior to his tenure at Morgan Stanley, Edgardo dedicated seven years at UBS AG Wealth Management. During his time there he not only provided comprehensive client coverage to families from Venezuela and Colombia but also held leadership roles as Desk Head and Team Leader for the Latin America North and Andean regions. Edgardo started his wealth management career at Citi Private Bank in 1998, where he honed his skills while working closely with families from Venezuela and Brazil.
About Me
Welcome

As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.

Meet Our Professional Staff
Marcia Bergmann-Farah
Officer, Wealth Management Client Associate
212.236.1274
About Merrill

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.

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Edgardo Santiago is registered to do business in CA, CT, DE, FL, MA, NJ, NY, PA, RI, SD, TX, WY.