Wesley Sanchez
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Santa Barbara, CA 93108
Credentials
Series 65, Series 66
Industry experience
27 years
About
Wesley Sanchez is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on offering a comprehensive approach to managing wealth by first understanding his clients' financial situations, families, and what matters most to them. Wesley helps create customized wealth management strategies that adapt to changing needs and market conditions, providing access to the investment insights of Merrill and the banking services of Bank of America.
His areas of expertise include education planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. Wesley holds a Bachelor's Degree from UC Santa Barbara and the Personal Investment Advisor (PIA) designation.
Committed to community involvement, Wesley follows Merrill’s tradition of participating in local organizations through volunteer work. Outside of his professional responsibilities, he enjoys baseball, golfing, running, table tennis, and tennis.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
General retirement planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Location
1096 Coast Village Rd
Santa Barbara, CA 93108
Most active in
Wesley S has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Bank Of America, N.A.
2013 - Present (13 years)
Merrill
1993 - Present (33 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
Edward F
Series 63, Series 65
Santa Barbara, CA
Double Springs Capital LLC
Dave S
Series 65
Santa Barbara, CA
Montecito Investment Strategies
David P
Series 63, Series 65
Santa Barbara, CA
Peckham, David A
Steven G
CFA®, Series 63
Santa Barbara, CA
Placera Capital Management LLC
Ray D
Series 66
Santa Barbara, CA
Ironcrest Capital Management LLC
Jacqueline D
Series 66
Santa Barbara, CA
Duran Capital Management, LLC
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