Edward Salas
Advisor at Merrill
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.
Advisor at Merrill
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.
Location
Miami, FL 33131
Credentials
Series 66
Industry experience
22 years
Edward Salas is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing tailored family and business wealth planning for affluent clients. He works closely with clients to understand their short-, mid-, and long-term financial goals, offering comprehensive guidance across various areas including corporate benefits, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and small business strategies. Edward also provides access to Bank of America specialists to assist with banking, credit, home financing, and small business solutions.
Edward holds a Bachelor's Degree from Arizona State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Spanish and is committed to simplifying complex financial decisions, enabling his clients—particularly medical professionals and business owners—to focus on their passions while building a secure and prosperous future.
Outside of his professional work, Edward enjoys hiking, playing soccer, and spending time with his family. His approach centers on providing tailored, bespoke guidance that aligns with each client’s unique challenges and aspirations.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
200 S Biscayne Blvd
Miami, FL 33131
Florida · Texas
Bank Of America, N.a.
2023 - Present (3 years)
Merrill
2023 - Present (3 years)
Agia
2022 - 2023 (1 year)
Valic Financial Advisors
2017 - 2023 (6 years)
PPD Financial
2015 - 2017 (2 years)
InCasa LLC
2015 - 2017 (2 years)
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Is active or affiliated with:
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Accountant / CPA / tax prep
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Lawyer
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