Edgardo Santiago serves as a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management focusing on financial advisory services. Edgardo is a CIMA® professional focusing on investment management consulting. 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.