El Paso, TX N Lee Trevino Dr Office

Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

1

Of 25,448 advisors across 3,098 offices

Clients per advisor

70

Very Low

Avg AUM per client

$860,085

Very High

HNW client ratio

29%

High

Location

1330 N Lee Trevino Dr

El Paso TX 79936

Advisors at this office

1

Advisors at this office

Isaiah B

Series 66

El Paso, TX

Merrill

Isaiah Banuelos is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in developing financial strategies for high net worth individuals and business owners, focusing on areas such as college education planning, divorce transition planning, retirement income, liquidity management, and socially responsible investing. Isaiah is a qualified Portfolio Manager who manages personalized investment strategies that can include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Isaiah began his career with Merrill in 2005 after earning degrees in Economics and Finance with a minor in Accounting from the University of Wisconsin-La Crosse. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification and the Personal Investment Advisor (PIA) designation. He has demonstrated leadership and expertise in wealth management, having been named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List in 2017. Isaiah lives in Plymouth with his wife, Matthew, and their children. He is active in the community, supporting nonprofit organizations such as Wishes & More and serving as a board member of the Gleason Lake Association. Outside of work, he enjoys interior decorating, music, painting, and spending time with his family.

Wealth management Retirement income strategy Tax-loss harvesting Charitable giving & philanthropy Women Professionals Young Families Gen Y/Millennials (Born 1980-1995)
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