Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
SAN ANTONIO
Merrill Lynch Wealth Management Branch Office1803 Broadway St
San Antonio, TX 78215- Hours of Operation: Mon - Fri: 8:00 AM - 4:00 PMSee More Hours
- Learn more about an advisor's background onFINRA's BrokerCheck
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.
Branch Office Profile
- About Us
- Culture
- Community
- Client Commitment
Culture
We provide transparency and openness, and we believe that’s why many clients have remained with us for long periods of time. Our branch’s advisor teams understand and respect the significance that individual investors and families place on trust, and they strive to develop a level of trust and intimacy that we believe is necessary to permit frank discussions on a wide range of individual, multi-generational and business needs. Let’s discuss how our branch and the wide array of services we offer may benefit you.
Community
Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.
Client Commitment
As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.
Advisors at This Location
Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.
NWG/VMT & Associates
Private Wealth Advisors
BMA Group
Private Wealth Advisors
.jpg?height=140)
.jpg?height=140)
Antonio Arnulfo Salgado
Senior Financial Advisor
Antonio Pina-Zentella
Financial Advisor
Carlos J Lopez
Financial Advisor
James Parker Winton
Financial Advisor
Office Team
Sandy Salinas| MLWM Market Executive| Director
CRPC, CRPC
Our Lone Star Market branch office's financial advisors have one primary goal: to help affluent, high-net-worth and ultra- high-net-worth households and business owners pursue their financial goals. Pursuing those goals can require a sizeable team of financial professionals, led by an experienced Market Executive who is also responsible for hiring experienced advisors and career-changing recruits. The Market Executive in your branch helps to support advisor efforts through innovative planning, active leadership, and exceptional service.
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Events
Navigating Risk
Aug 3rd, 2022 | 1:00PM-1:30PM CST
During this fireside chat, we’ll discuss General McChrystal’s new book “Risk: A User’s Guide.” General McChrystal has lived a life associated with the risks of combat. From his first day at West Point, to his years in Afghanistan, he has built a user’s guide on how to overcome whatever comes our way. We’ll cover topics ranging from military history to the business world, illustrating how individuals and organizations can be more prepared for all dimensions of risk. Topics include:
|
• |
The current geopolitical environment, including the war in Ukraine, NATO’s |
|
• |
Navigating uncertainty and disruptions in our personal and professional lives |
|
• |
Balancing emotion and reason in today’s shifting risk landscape — |
|
• |
Observations on emerging post-pandemic operating models |
Invite your clients and prospects
During this fireside chat, we’ll discuss General McChrystal’s new book “Risk: A User’s Guide.” General McChrystal has lived a life associated with the risks of combat. From his first day at West Point, to his years in Afghanistan, he has built a user’s guide on how to overcome whatever comes our way. We’ll cover topics ranging from military history to the business world, illustrating how individuals and organizations can be more prepared for all dimensions of risk. Topics include:
|
• |
The current geopolitical environment, including the war in Ukraine, NATO’s |
|
• |
Navigating uncertainty and disruptions in our personal and professional lives |
|
• |
Balancing emotion and reason in today’s shifting risk landscape — |
|
• |
Observations on emerging post-pandemic operating models |
Invite your clients and prospects
Articles
Careers
The branch is always seeking advisors and teams who are motivated to understand more about the investment insights of Merrill and access to the banking convenience of Bank of America. Combine our brand awareness with our entrepreneurial business style…our innovative financial services with an openness to try new ideas…our breadth of potential solutions along with the specialists to support them…and see for yourself how we can help your business thrive with a program designed to help you enrich clients’ financial lives.
.jpg)
Work Culture
Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.
Rewarding Career
We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.
Access to Resources
Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.
Grow & Learn
Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.
Hours of Operation
Hours
Contact
Map
Contact
With FINRA'S BrokerCheck, you can find out:
- If a broker or brokerage firm is registered.
- What has been disclosed to regulators.
- About a broker's past experience.
- What a broker or brokerage firm is qualified to do.
You are leaving the Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") website and are being redirected to FINRA's BrokerCheck. The website is not owned by Merrill, Bank of America or their affiliates and is subject to separate terms and privacy policies.
You are now leaving Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill").
By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the 'Return to Website" button now to return to the previous page, or you can close the new window after you leave.