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Merrill Lynch Private Wealth Advisor John Shuhda
555 California Street, San Francisco, California, United States
About the Merrill Lynch Private Wealth Advisor John Shuhda
The Merrill Lynch Private Wealth Advisor John Shuhda, located at 555 California Street in San Francisco, California, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. With a focus on personalized attention and boutique-like service, the team at Merrill Private Wealth Management understands the complexities of managing wealth that spans generations.
John Shuhda, a co-founder and leader of The Shuhda Group, brings extensive experience in investment management to his work with ultra-affluent individuals, families, and institutions. Recognized as one of the Top 100 Financial Advisors in America by Barron's, John and his team are dedicated to developing integrated strategies to advance long-term financial goals.
Raquel Austin, Senior Private Wealth Associate at The Shuhda Group, provides practice management support and market analytics for clients, ensuring that operations run smoothly and efficiently. With a deep understanding of the markets, Raquel is committed to delivering exceptional service to valued clients.
As a client of Merrill Private Wealth Management, individuals have access to services and resources typically reserved for large institutions. The team works closely with clients to develop personalized, goals-based wealth management strategies that prioritize their unique financial priorities.
With a focus on collaboration and personalized service, Merrill Private Wealth Management is committed to helping clients simplify their financial lives and achieve their long-term goals. The team utilizes the resources and insights of a global financial institution to create strategies that align with clients' aspirations for themselves and future generations.
Merrill Personal Wealth Analysis™ is available to clients to help build and document personalized financial plans centered on their goals. The dedicated team at Merrill Private Wealth Management is ready to assist clients in pursuing what's most important to them, delivering a powerful and personal wealth management experience.
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555 California St Suite 1800, San Francisco, CA 94104, United States
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