Merrill Lynch Private Wealth Advisor Toby Armitage

Merrill Lynch Private Wealth Advisor Toby Armitage, located at 520 Newport Center Drive in Newport Beach, California, offers personalized financial services to individuals and families with significant wealth. With a focus on customized strategies tailored to unique goals and priorities, the institution provides boutique-like services to simplify life and pursue what's important. The rigorously trained private wealth advisors at Merrill Private Wealth Management build relationships based on trust and personalized service to meet specialized needs.

Diane Coon, a Managing Director and Private Wealth Advisor within the institution, specializes in serving executive and corporate clients by aligning client goals with best-in-class financial solutions. With a high-touch client experience, Diane and her team offer pre & post liquidity planning, corporate financial services, executive private banking services, and more.

Toby Armitage, with over 28 years of financial industry experience, strategically delivers the full scope of capabilities from Bank of America and Merrill. Specializing in designing comprehensive wealth management strategies for ultra-high-net-worth executives, Toby incorporates both strategic and tactical components to help clients navigate changing economic conditions. Prior to joining Merrill, Toby held positions with J.P. Morgan's Private Bank, Hambrecht & Quist, and Cowen & Co.

Forbes has recognized both Diane Coon and Toby Armitage in their "Best-in-State Wealth Management Teams" list, showcasing their expertise and commitment to client success. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., a wholly-owned subsidiary of Bank of America Corporation. Visit the SHOOK Research website for more information on rankings and performance.