Margarita Figueroa

I am Senior Financial Advisor, First Vice President at Merrill Lynch Wealth Management.  I am a graduate from Smith College with further studies at the University of Pennsylvania's Wharton School of Business.  I started my career in 1986 and have been with Merrill since 2011.

As a Merrill financial advisor, I focus on connecting all aspects of client's financial lives to help them prioritize and pursue the goals that matter most to them. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects and needs of client’s financial lives. 

My financial advice and strategies are guided by understanding client’s life goals, risk tolerance, time horizon and liquidity needs.  I deliver a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping them ensure every strategy is grounded in understanding that each client wants to achieve. When you succeed, I succeed.

Accessible, knowledgeable and experienced.  I am committed to building and maintaining strong client relationships.  I am passionate about what I do and bring that passion to helping every client make what may be the most important financial decisions of their lives.
Our team is involved with local communities, assisting charitable organizations such as Proyecto Aurora. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.