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370 17TH STREET
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Wealth Management Advisor
Registered Client Associate
The Santangelo Group understands that wealth management is more than just the wide range of financial services and advice you can access at Merrill Lynch — it is how those services and strategies are developed and delivered. Our group offers a customized approach to wealth management, shaped by an understanding of your needs and aspirations. To help you manage your wealth, The Santangelo Group calls upon the advisory and investment capabilities of Merrill Lynch — one of the world’s largest wealth management firms. In addition, our group provides access to Bank of America's many credit and lending services.
JAY PAUL SANTANGELO CIMA®Senior Vice President - Wealth ManagementWealth Management AdvisorJay joined Merrill Lynch in 2009. With over two decades of industry experience, Jay works with affluent families, institutional investors and non-profit organizations. By taking a holistic approach, Jay and his team are able to assist clients with aspects of their financial lives from investment and portfolio strategies, wealth transfer through Merrill Lynch as well as access to estate planning services, and credit and lending services through Bank of America. Jay has earned his Certified Investment Management Analyst® designation from the Investment Management Consultants Association.A Colorado native and graduate from the University of Colorado with a B.S. in Finance, Jay is married and enjoys the outdoors including skiing, mountain biking, hiking and golf. An avid classic car and antique motorcycle collector, Jay shares the same passion as many of his clients.TAMI BABYLONRegistered Client AssociateTami started in the financial services business in 2007 and began her career with Merrill Lynch in 2011. She assists individuals, families and businesses with their daily account management needs, and her goal is to develop the kind of personalized client relationships that make it possible to deliver superior service. Outside of work, Tami enjoys waterskiing, camping, hiking and spending time with two adult children and grandson.Additional Resource - Merrill Lynch Banking AdvisorYou may also benefit from the experience of a Merrill Lynch Banking Advisor from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Banking Advisor can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. The use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfuly completed IMCA's initial and ongoing credentialing requirements for investment management consultants.
Jay Santangelo is registered to do business in : AL, AZ, CA, CO, FL, GA, IN, LA, MD, MI, ND, NE, NM, NV, NY, OK, PA, TX, VA, WA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.