Edward Bastidas
Advisor at Merrill — Coral Gables, FL Alhambra Cir
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
21 years
Location
Coral Gables, FL 33134
Merrill
Institution
Edward Bastidas is an International Wealth Advisor at Merrill Lynch Wealth Management. He specializes in developing strategies and recommendations for high-net-worth global families and their businesses. His areas of focus include Global Investment Management, International Trust and Estate Planning Services, as well as Liability and Risk Management.
Edward began his career in the financial services industry in 1998 at Merrill Lynch Wealth Management and rejoined the firm in 2010. Over the past two decades, he has gained experience in Corporate Finance, Mergers & Acquisitions, and Financial Services, which provides him with a broad perspective for evaluating and executing strategic plans. He holds a Bachelor of Arts degree in Finance from Florida International University and an M.B.A. from The Kelley School of Business at Indiana University.
Outside of his professional role, Edward is involved in his church community. His personal interests include baseball, basketball, chess, football, reading, skiing, soccer, spending time with his family, traveling, and watching movies.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Coral Gables, FL Alhambra Cir
355 Alhambra Cir, Investment Solutions Group
Coral Gables FL 33134
Advisors at this office
76
Florida · Texas
21 years of industry experience
Bank Of America, N.a.
2011 - Present • 15 years
Coral Gables, FL
Merrill
2010 - Present • 16 years
Coral Gables, FL
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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