Elias Sanchez

About Elias Sanchez

Since launching my financial services career in 2004, I\'ve been motivated by the belief that I play a critical role in enhancing and enriching the lives of others. When asked what I loved most about being a financial advisor, I always answer,\"the people.\" I respect my clients\' backgrounds and where they come from. Many are of Hispanic descent and are self-made, while others were born into their wealth. To me it doesn\'t matter how they amassed their assets, my job is to help them grow and preserve them. In addition to advising individuals, I work with business owners to provide access to commercial lending solutions through Bank of America and retirement products and services. I\'m passionate about educating plan participants in Spanish to help them understand their benefits, make informed decisions, and take full advantage of the choices offered. As an active facilitator, I \"sit next to my clients,\" not across from them. I look at matters from each client\'s perspective rather than my own. This reminds me to focus on results that hold meaning for them because every client is an integral member of my professional family if not already a friend. Over the years I\'ve become deeply entrenched in their lives – from milestones and triumphs to difficulties and challenges. I also have a depth of experience helping clients of faith identify and examine areas of interest they might wish to address, including investments that align with their religious and biblical values. Above all, I want my clients to sleep well at night. And I want to sleep well, too – knowing I\'ve done everything possible, to help structure their wealth – so that positive outcomes can result in the short-term and for decades to come. About Me: My wife of 43 years and I are the proud parents of two adult children. We love to travel, especially internationally. In my spare time, I continue to enjoy officiating college soccer and I\'m an aspiring sailor.

Experience

1. Senior Consultant

   Merrill Lynch

   Apr 2025 — Present

   Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Education

• Hope College

  Bachelor's Degree

  1900 — 1900

Skills

• Fully Bi-Lingual, Enlish - Spanish.
• Investments
• Succession Planning
• Financial Planning
• Strategic Planning
• Public Speaking
• Strategic Financial Planning
• Spanish
• Multilingual
• Financial Analysis
• Retirement Planning
• Wealth Management
• Investment Strategies
• Finance
• Tax
• Small Business
• Securities
• Investment Advisory
• Retirement
• Leadership
• Portfolio Management
• Marketing
• Risk Management
• Financial Modeling
• Financial Advisory
• Wealth
• Mutual Funds
• Entrepreneurship
• Estate Planning
• Asset Allocation
• Series 7
• Asset Management
• Business Strategy
• Hedge Funds
• Business Planning
• Uniform Combined State Law
• Private Equity
• Fixed Annuities
• 401k
• Financial Services