Roberto Santa Maria has been in the financial services industry since 2002 and joined Merrill in 2016. His focus is on helping affluent individuals like you develop personalized financial strategies by understanding your short- and long-term financial goals. He is a graduate of Duquesne University with a bachelor's degree in Business. He and his wife, Margarita, live in GUAYNABO with their 2 children and are active in the community, supporting volunteer work.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
