Merrill Lynch Private Wealth Advisor Diane M Coon

The Merrill Lynch Private Wealth Advisor Diane M Coon is located at 520 Newport Center Drive in Newport Beach, California. This finance institution offers personalized services for individuals and families with significant wealth, tailored to their unique goals and priorities. The private wealth advisors at Merrill Private Wealth Management are trained to provide expert analysis and industry-leading research to help clients stay ahead and simplify their financial lives.

Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, specializes in serving executive and corporate clients, offering a high touch client experience and a team approach. She provides a range of financial solutions based on client goals, risk tolerance, and investment needs, including pre & post liquidity planning, corporate financial services, tax minimization solutions, and trust and estate planning services. Diane has been recognized on the Forbes "Best-in-State Wealth Management Teams" list and the Forbes "Top Women Wealth Advisors Best-in-State" list.

Toby Armitage, also a Private Wealth Advisor at Merrill, brings over 28 years of financial industry experience to his role. He works with private and public companies engaging in liquidity or acquisition events, designing comprehensive wealth management strategies that reflect the needs of ultra-high-net-worth executives. Toby incorporates both strategic and tactical components in his work to help clients navigate changing economic conditions and market fundamentals. He has previously worked with J.P. Morgan's Private Bank, Hambrecht & Quist, and Cowen & Co.

Please note that Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their legal and/or tax advisors before making any financial decisions. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., a wholly owned subsidiary of Bank of America Corporation. Forbes rankings are based on data as of previous years and do not guarantee future performance. Additional details are available at www.SHOOKresearch.com.