Lancaster De Leon Team

Merrill Lynch Wealth Management
1803 Broadway St
San Antonio, TX 78215
(210) 805.2849
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Lancaster De Leon Team
Welcome

Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Videos
Financial Planning with Merrill Personal Wealth Analysis® (PWA)
About Us
Mission Statement

Guiding families through generations to preserve and grow their wealth, cultivating lasting legacies built on trust, expertise, and a meaningful understanding of their financial aspirations.

Tuesday, April 30th 2024
Estate Planning for Married Couples with Hailey-Petty Law

During this workshop, attorneys from Hailey-Petty Law will discuss unique estate planning considerations for married couples, including:

  • How marriage affects your estate plan
  • Considerations for couples living in common law states, like Texas
  • Understanding separate vs. shared marital property
  • Pitfalls to avoid while estate planning with your spouse
  • How to keep jointly-owned property out of probate
  • Decisions to make about pet care and child guardianship
Meet Our Team
Newlin Lancaster,

CPFA®

First Vice President, International Wealth Advisor
956.618.8225
Nancy De Leon,

CEPA®, CPWA®

Senior Vice President, International Wealth Advisor
210.805.2849
Andrea Arechandieta
Financial Advisor
210.805.2822
Miranda Arechandieta
Officer, Wealth Management Client Associate
210.805.2935
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Carlos A. Rivera
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #754165
Mary Elizabeth Murphy
Retirement Specialist
Bank of America, N.A.
Christian Van Nordheim
Wealth Management Banking Specialist
Merrill
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.