Sandra Ortiz
International Wealth Advisor at Merrill Lynch
Based in McAllen, United States
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Seniority
Manager
Department
Finance & Accounting
Location
McAllen
Industry
Financial Services
Company size
35K
Contact information
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s•••••••@ml.com
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Background
About Sandra Ortiz
I believe that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning. Each person's future is unique while sharing common priorities. Many look for my guidance with the unanswered questions centered on 7 key life priorities: Family Finances Health Home Leisure Work Giving Life comes with change, meaning no straight line when it comes to your finances. I assist people in navigating thru the cycles of life without losing focus on their priorities. I received my bachelors in Business Administration in 1987 and I've proudly been employed by Merrill Lynch Wealth Management since.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Plans Specialist℠, CRPS®, and the CRPS® logo, and the certification marks Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo.
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