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Merrill Lynch Financial Advisor Dorothy J Santiago
520 Newport Center Drive, Newport Beach, California 92660
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About the Merrill Lynch Financial Advisor Dorothy J Santiago
Merrill Lynch Financial Advisor Dorothy J Santiago, located at 520 Newport Center Drive in Newport Beach, California, is dedicated to managing your wealth with a personalized approach. With a focus on understanding your financial goals and priorities, Dorothy Santiago can create a flexible strategy tailored to today's market conditions. As part of Merrill Lynch Wealth Management, she has access to investment insights and banking solutions from Bank of America to help you pursue your goals.
Dorothy Santiago believes in building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ tool, she can develop a personalized plan centered on your goals. Through ongoing conversations and regular reviews, she can help you adapt your financial approach to reflect changes in your life and the market.
As a Merrill Lynch Wealth Management Advisor, Dorothy Santiago is committed to helping you achieve your financial goals. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, she will work with you to develop a tailored approach designed to address your needs.
With a focus on understanding your personality and priorities, Dorothy Santiago can offer investment strategies that align with your life goals. By staying informed on market trends and changes in your life, she can help you navigate financial complexities and pursue your aspirations. Let Dorothy Santiago help you achieve your financial goals and live your best financial life.
Photos of Merrill Lynch Financial Advisor Dorothy J Santiago
520 Newport Center Dr, Newport Beach, CA 92660, United States
Opening hours of Merrill Lynch Financial Advisor Dorothy J Santiago
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Closed
Sunday:
Closed
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