TOP 10 Family development in Newport Beach, California
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Michael Uram, MA, LMFT
● OpenMichael Uram, MA, LMFT is a health institution located at 1000 Quail Street in Newport Beach, California. Led by licensed marriage and family therapist Michael Uram, this institution offers counseling services to individuals, couples, and families seeking support and guidance in their mental health and relationship challenges. With a focus on holistic and personalized care, Michael Uram, MA, LMFT provides a safe and nurturing environment for clients to explore their emotions, develop coping strategies, and improve their overall well-being. Whether you are struggling with anxiety, depression, communication issues, or other mental health concerns, Michael Uram, MA, LMFT is dedicated to helping you navigate your journey towards healing and growth.
1000 Quail St STE 155, Newport Beach, CA 92660, United States -
Tingting Tan, M.D., Ph.D. | Medical Oncologist and Hematologist
● OpenTingting Tan, M.D., Ph.D. is a highly respected medical oncologist and hematologist located at 1601 Avocado Avenue in Newport Beach, California. Dr. Tan is known for her groundbreaking research on molecular signaling pathways in tumor development and chemotherapy resistance. She is board certified in medical oncology, hematology, and internal medicine. Dr. Tan's research has been published in prestigious medical and scientific journals, demonstrating her expertise in the field. She received her M.D. from Peking University Health Science Center and her Ph.D. from Rutgers University. Dr. Tan completed fellowships at the University of California San Francisco Cancer Research Institute and the Fox Chase Cancer Center at Temple University.
1601 Avocado Ave, Newport Beach, CA 92660, United States -
Anthony Mccanta
● OpenAnthony McCanta is a board-certified pediatric cardiologist located at 500 Superior Avenue in Newport Beach, California. Specializing in pediatric electrophysiology, Dr. McCanta provides expert care for infants, children, and young adults with heart rhythm problems. He offers a range of therapies including anti-arrhythmic medications, cardiac catheterization with ablation, and pacemaker and defibrillator implantation. Dr. McCanta also cares for adults with congenital heart disease who develop heart rhythm disorders. A native of Orange County, Dr. McCanta received his medical degree from Loyola University Chicago Stritch School of Medicine and completed his training at top institutions including Duke University. He has authored several peer-reviewed journal articles and is actively involved in research on arrhythmias and sudden cardiac death prevention. Dr. McCanta is on staff at CHOC Hospital and CHOC Mission Hospital, where he provides compassionate care to his patients.
500 Superior Ave # 140, Newport Beach, CA 92663, United States -
Jessica Rycroft, LMFT
● OpenJessica Rycroft, LMFT is a health institution located at 23 Corporate Plaza in Newport Beach, California, United States. As a licensed marriage and family therapist, Jessica Rycroft provides professional counseling services to individuals, couples, and families seeking support and guidance in navigating their mental health and relationship challenges. With a compassionate and empathetic approach, Jessica Rycroft helps clients work through their issues and develop healthier coping mechanisms to improve their overall well-being. Whether you are struggling with anxiety, depression, communication issues, or relationship conflicts, Jessica Rycroft, LMFT is dedicated to helping you find healing and growth.
23 Corporate Plaza STE 150, Newport Beach, CA 92660, United States -
INWARD: a psychotherapy practice
● OpenINWARD: a psychotherapy practice is located at 1000 Quail Street, Newport Beach, California, United States. This health institution offers a safe space for individuals to explore their unconscious and reconnect with their authentic selves. The therapist, a Mexican and Filipina American Licensed Marriage and Family Therapist, is dedicated to guiding clients towards healing, self-compassion, and meaningful connections through depth therapy. Adolescents, college students, and young professionals facing transitional times in their lives can benefit from the services provided at INWARD. The therapist creates a non-judgmental environment where clients can openly express their emotions and learn coping skills to manage stress and navigate challenges.
1000 Quail St #185, Newport Beach, CA 92660, United States -
Brittany Minna, M.A., AMFT
● OpenBrittany Minna, M.A., AMFT is a health institution located at 1000 Quail Street in Newport Beach, California, United States. Brittany Minna is a Marriage and Family Therapist specializing in individual, couples, and family therapy. She offers a safe and supportive environment for clients to explore their emotions and work towards healing and growth. Brittany Minna, M.A., AMFT is dedicated to helping clients navigate through life's challenges and develop healthier relationships.
1000 Quail St # 130, Newport Beach, CA 92660, United States -
Elisabeth Farnsworth, LMFT
● OpenElisabeth Farnsworth, LMFT is a mental health institution located at 1000 Quail Street in Newport Beach, California, United States. As a licensed marriage and family therapist, Elisabeth Farnsworth provides expert counseling services to individuals, couples, and families seeking support and guidance in navigating life's challenges. With a compassionate and personalized approach to therapy, Elisabeth Farnsworth helps clients develop healthier relationships, improve communication, and achieve greater emotional well-being. Whether you are facing issues related to anxiety, depression, trauma, or relationship conflicts, Elisabeth Farnsworth, LMFT is dedicated to helping you find healing and growth.
1000 Quail St, Newport Beach, CA 92660, United States -
Dr. Shahin Carrigan, MFT
● Openness, anxiety, and uncertainty. Dr. Shahin Carrigan, MFT, located at 1400 Quail Street in Newport Beach, California, offers a range of services to help individuals and families navigate these challenges. Specializing in ADHD treatment, psychology, and marriage and family therapy, Dr. Carrigan provides comprehensive support for clients locally and nationally through remote video sessions. With over 20 years of experience, Dr. Carrigan is a trusted expert in addressing the impact of ADHD on marriage, work, and education. She holds a Ph.D. in Educational Psychology from UCLA and is licensed in Marriage and Family Therapy. Dr. Carrigan's practice focuses on helping individuals, couples, and families work through psychological symptoms such as ADHD, mood disorders, depression, and anxiety.
1400 Quail St # 150, Newport Beach, CA 92660, United States -
Sakina Counseling
● OpenSakina Counseling, located at 20101 Southwest Birch Street in Newport Beach, California, is a health institution specializing in therapy services for the Muslim community. Led by licensed Marriage & Family therapist Noha Alshugairi, the institution focuses on helping American Muslim families integrate their faith and culture in the U.S. Noha is the first to teach Islamic parenting through the lens of Positive Discipline and offers one-on-one therapy, workshops, and produces videos and books on the subject. As a Certified Positive Discipline Trainer, Noha conducts parenting classes regularly and provides training for teachers and administrators in schools. She also lectures on various topics related to women and family, including marriage & divorce in the American Muslim community, parent and child relationships, faith and culture integration, youth identity development, and changing women roles in the family unit.
20101 SW Birch St #240, Newport Beach, CA 92660, United States -
Mauri-Lynne Heller, Psy.D., LMFT
● OpenMauri-Lynne Heller, Psy.D., LMFT is a health institution located at 1400 Quail Street, Newport Beach, California, United States. Dr. Heller believes in the importance of integrity and character in building trustworthy relationships with her patients, especially during times of uncertainty. Telehealth appointments are now available for safety and convenience. Dr. Heller specializes in creativity, adolescent and young adult concerns, depression and anxiety, childhood trauma resolution, human development issues, and chronic illness/pain. She treats individuals, couples, and welcomes the LGBT community. Dr. Heller also offers professional consultation and training for therapists looking to deepen their clinical work. She is a faculty instructor at the Newport Center for Psychoanalytic Studies and publishes informative columns on her weblog. For enduring personal transformation, consider psychoanalytic therapy with Dr. Heller. Contact (949) 683-1201 for an initial consultation.
1400 Quail St, Newport Beach, CA 92660, United States -
Dr. Heike Kholooci, Clinical Psychologist
● OpenDr. Heike Kholooci is a highly regarded clinical psychologist located in Newport Beach, California. Specializing in mental health and well-being, Dr. Kholooci offers a range of services to help individuals cope with various psychological issues. Her practice is committed to providing a safe and supportive environment for clients to explore their emotions and develop effective coping strategies. Whether you are struggling with anxiety, depression, or other mental health concerns, Dr. Heike Kholooci is dedicated to helping you achieve a healthier and happier life. Visit her at 1101 Dove Street for expert care and guidance.
1101 Dove St STE 160, Newport Beach, CA 92660, United States -
Pence Wealth Management - Financial Advisors
● OpenPence Wealth Management - Financial Advisors is a privately-held firm located in Torrance, California, with an additional office in Newport Beach. With over 30 years of experience, our team focuses on creating practical, goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients by working closely with them to secure a better future for themselves and their families. Our approach involves mapping out your future, defining your goals and dreams, and designing investment portfolios that align with our principles and are targeted to your "Personal Index." We offer investment management services that include strategic economic analysis, investment selection, and tactical execution based on our CHOKE-POINT INVESTINGTM strategy.
4469, 990 W 190th St #500, Torrance, CA 90502, United States -
Merrill Lynch Financial Advisor Denise M Turner
● ClosedMerrill Lynch Financial Advisor Denise M Turner is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Merrill is proud of their advisors who have received recognition for exemplary client service. Denise Turner can help create a flexible financial strategy tailored to your specific needs, with access to investment insights from Merrill and banking solutions from Bank of America. She believes in actively participating in the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be created. Denise focuses on understanding your priorities, family, and goals to develop a financial approach that evolves with you over time. By utilizing the Investment Personality Assessment, she can customize your financial approach to align with your investing preferences. Regular check-ins and adjustments to your financial approach help you stay on track towards achieving your financial goals. Denise's mission is to understand you and create a personalized plan to manage, grow, and preserve your wealth. Working together, she can help you achieve your financial aspirations and manage investment risk effectively. With access to Merrill's investment insights and Bank of America's banking solutions, Denise is dedicated to helping you address your financial needs and reach your goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Stephen Marinacci
● ClosedMerrill Lynch Financial Advisor Stephen Marinacci, located at 520 Newport Center Drive in Newport Beach, California, offers personalized wealth management strategies tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Stephen Marinacci can help you navigate today's changing market conditions and plan for the future. By participating in the community and volunteering with local organizations, Stephen Marinacci demonstrates a commitment to serving clients beyond financial advice. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is created to help you achieve what matters most to you. With a focus on family, goals, and priorities, Stephen Marinacci works to understand your financial aspirations and provide guidance on investment decisions and trade-offs. By utilizing the Investment Personality Assessment, your investing preferences are refined to create a customized financial approach that aligns with your values and objectives. Regular check-ins and adjustments to your financial plan ensure that it evolves with your changing life circumstances and market conditions. Stephen Marinacci's mission is to help you pursue your financial goals and turn them into reality, providing support and guidance every step of the way. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Stephen Marinacci can help you develop a comprehensive approach to address your financial needs. With a focus on building a long-term relationship and understanding your unique financial situation, Stephen Marinacci and the team at Merrill Lynch Wealth Management Advisors are dedicated to helping you achieve your financial aspirations.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Neil R Kessel
● ClosedMerrill Lynch Financial Advisor Neil R Kessel is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Neil prides himself on building lasting relationships based on trust, loyalty, and delivering concierge level service. He works closely with individuals, families, business owners, and executives to create personalized wealth management strategies. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Neil helps clients reach their financial goals. Neil, a Senior Vice President and Senior Financial Advisor, has been with Merrill since 1995. He holds various FINRA registrations and is dedicated to providing a high level of service to his clients. Neil's philosophy is centered around personalized strategies tailored to each client's unique needs and goals. He believes in simplifying the complexities of investing and wealth planning to help clients achieve their financial objectives.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Adela M Grech
● ClosedMerrill Lynch Financial Advisor Adela M Grech is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Adela can help create a flexible strategy tailored to your needs, with access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Adela exemplifies the Merrill tradition of serving the community. With Merrill Personal Wealth Analysis™, a personalized plan can be built to focus on your goals and aspirations. Adela focuses on what matters most to you - family, goals, and priorities - and helps you navigate through life's changes. By getting to know you personally and understanding your financial goals, Adela can design a customized approach to help you pursue financial success. With access to investment insights and banking solutions, Adela works with you to develop an approach to address your financial needs. The goal is to help you achieve your aspirations and manage investment risk. Through regular check-ins and adjustments to your financial approach, Adela ensures you stay on track to reach your goals. As a Merrill Lynch Wealth Management Advisor, Adela provides personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Get the latest investment insights, tips, and strategies to live your best financial life with Adela Grech.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Adam Levi
● ClosedMerrill Lynch Financial Advisor Adam Levi, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to helping individuals, families, and small business owners manage their assets and liabilities. Adam Levi, a member of the Merrill Lynch team since 2015, holds a B.A. in Economics from the University of California, Riverside, and an MBA from UCLA Anderson School of Management. With a focus on understanding your values and life goals, Adam Levi works with clients to develop personalized financial plans that evolve with your changing needs and priorities. Through one-on-one conversations and personalized investment strategies, Adam Levi aims to help clients pursue their financial goals and build a legacy for future generations. As a member of the CFA Institute and the CFA Society of Los Angeles, Adam Levi brings a wealth of knowledge and experience to help clients navigate market volatility and make informed financial decisions. With access to the resources of Merrill and Bank of America, Adam Levi can provide comprehensive financial solutions tailored to your individual needs. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Adam Levi is committed to helping you achieve your financial goals and live your best financial life.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Lucian Ursan
● ClosedMerrill Lynch Financial Advisor Lucian Ursan, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to managing your wealth with a deep understanding of your financial picture. With a focus on your goals and priorities, Lucian Ursan can create a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Lucian Ursan believes in actively participating in the community and volunteers with local organizations. Personalized wealth management strategies are developed through the Merrill Personal Wealth Analysis™, centered on your goals and aspirations. By getting to know you and your family, Lucian Ursan helps you make informed decisions and trade-offs to reach meaningful financial goals. Through the Investment Personality Assessment, your investing preferences are refined to create a customized financial approach. Your financial plan is regularly updated to reflect changes in your life and goals. Lucian Ursan's mission is to understand you and what matters most to you, designing a personalized plan to help you pursue financial goals while managing investment risk. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's important to you. Let Lucian Ursan and Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of your life and build a customized investment approach to reach your goals. With a dedicated one-on-one relationship, personalized investment strategies from Merrill, and comprehensive financial solutions from Bank of America, you can achieve your financial aspirations.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch: Wang Tony
● OpenMerrill Lynch: Wang Tony is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Tony W Wang, with experience in the financial services industry since 2003, focuses on developing strategies and providing investment guidance for individuals, families, and businesses to help them achieve their short and long-term financial objectives. Wang is a graduate of the University of California at Irvine with a bachelor's degree in Biology. He and his wife, Christine, live in Newport Coast with their three children and are actively involved in supporting children in need in the community. At Merrill Lynch Wealth Management, Tony Wang and his team offer personalized financial planning services centered on client goals and priorities. They believe in building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill and banking solutions from Bank of America. With a focus on understanding each client's unique situation, they design and implement personalized plans to help manage, grow, and preserve wealth while considering future financial needs.
520 Newport Center Dr #1900, Newport Beach, CA 92660, United States -
Pence Wealth Management - Financial Advisors
● OpenPence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California. With additional offices in Newport Beach and Torrance, our team of experienced professionals is dedicated to creating practical goal-based financial plans for our clients. As an independent firm, we focus on achieving the best outcomes for our clients and their families. Our goal-driven approach starts with mapping out your future and defining your goals and dreams, guiding you towards making informed decisions. With over 30 years of experience, we have developed the Pence Principles and Pence Process to drive how we treat our clients and design portfolios that align with your personal goals. Our CHOKE-POINT INVESTINGTM strategy is based on strategic economic analysis and tactical execution, ensuring we select investments that stand the test of time. We believe in tax-efficient investment management and provide resources for financial planning and investment clarity. Our team speaks nine different languages and is committed to providing the best possible experience for our clients. We have been recognized by Barron's Hall of Fame and Forbes America's Top RIA Firms, showcasing our dedication to excellence in financial management. Join us at our upcoming events to learn more about our specialized process and how we can help you achieve your financial goals.
468 Pennsfield Pl STE 201, Thousand Oaks, CA 91360, United States -
Merrill Lynch Financial Advisor William Moore
● Closedwith the global resources of Bank of America, we tailor a financial plan that helps you pursue your unique goals and priorities. Our team at Merrill Lynch Financial Advisor William Moore, located at 520 Newport Center Drive in Newport Beach, California, is committed to providing a personalized and comprehensive wealth management experience for our clients. With a focus on simplifying and unifying financial affairs, enhancing confidence in financial outlook, and advancing priorities with care and resolve, we help clients navigate the demands and opportunities that come with significant wealth. Our tight-knit team of professionals, including Certified Financial Planners, work diligently to add value, ease, and convenience to our clients' lives. By beginning each relationship with a conversation, we are able to listen and learn about our clients' interests, needs, and goals, allowing us to develop a customized financial approach that aligns with their individual aspirations.
520 Newport Center Dr Suite #1900, Newport Beach, CA 92660, United States -
Merrill Lynch Private Wealth Advisor Andrew L Kopjak
● OpenMerrill Lynch Private Wealth Advisor Andrew L Kopjak, located at 520 Newport Center Drive in Newport Beach, California, offers industry-leading research and expert analysis to help you stay ahead in managing your financial priorities. As a finance institution, they provide customized services supported by the broad capabilities of a global institution, offering personalized attention for all aspects of your financial life. Their private wealth advisors are rigorously trained to meet your specialized needs with relationships based on trust and personalized service. They offer strategies designed to help you achieve your financial goals, with access to services and resources typically reserved for the world's largest institutions.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Chris L Martin
● ClosedMerrill Lynch Financial Advisor Chris L Martin, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution supported by the global resources of Merrill. The team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, helping clients focus on their family, goals, and priorities. By starting with a conversation, the financial advisor helps identify and prioritize which goals matter most to each client, whether it's transferring wealth, pursuing passions, or planning for the future. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the institution tailors a financial approach to help clients reach their goals while managing risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to develop a personalized plan to address their financial needs. The ultimate goal is to understand each client and what matters most to them, offering solutions that can turn goals into reality. By staying in touch and revisiting the financial approach as needed, the institution helps clients stay on track to achieve what's most important to them. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Chris L Martin is committed to helping clients live their best financial life.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Jeff C Jen
● ClosedMerrill Lynch Financial Advisor Jeff C Jen is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides access to a wide range of investment solutions from Merrill and banking products from Bank of America. Jeff Jen, a Senior Financial Advisor, works closely with business owners, entrepreneurs, professionals, and their families to address their distinctive wealth management needs and support their long-term goals. With over two decades of experience, Jeff offers expertise in portfolio design, tax-sensitive wealth transfer, alternative investments, and more. He focuses on building long-term relationships with clients, providing honest and frank advice to help them better prepare for key financial decisions. Jeff is dedicated to making a meaningful impact on clients and their families, offering personalized financial plans to help them pursue their goals and manage investment risk. By leveraging the investment insights of Merrill and banking solutions from Bank of America, Jeff works with clients to develop tailored approaches to address their financial needs. Whether it's planning for retirement, saving for a home, or funding a child's education, Jeff is committed to helping clients achieve their financial goals. With access to research in behavioral finance, Merrill offers tools like the Investment Personality Assessment to understand clients better and customize financial approaches. The institution goes beyond the traditional role of an advisor, providing access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Private Wealth Advisor Matt Brunwin
● OpenMerrill Lynch Private Wealth Advisor Matt Brunwin, located at 520 Newport Center Drive, Newport Beach, California, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. With a focus on delivering straightforward advice and meaningful outcomes, the institution prioritizes planning that encompasses all elements of a client's balance sheet and financial affairs. The team of private wealth advisors at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a goals-based wealth management approach that puts clients at the center of every personalized strategy. The institution is committed to providing highly personalized one-on-one service, working with individuals, families, business owners, and executives to help achieve their financial goals. The philosophy at Merrill Private Wealth Management centers on delivering meaningful outcomes to clients by understanding their desired lifestyle goals and developing strategic plans to achieve them.
520 Newport Center Dr 19 floor, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Rolando Lopez
● ClosedMerrill Lynch Financial Advisor Rolando Lopez, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team believes in one-on-one conversations to truly get to know you and your family's aspirations for the future. By listening and learning about your priorities, they can customize a financial approach that aligns with your individual goals and legacy plans. The institution offers the Investment Personality Assessment to gain a deeper understanding of your investing preferences and tailor a financial strategy that suits your needs. With access to the global resources of Merrill and banking solutions from Bank of America, they work with you to develop a personalized plan to manage, grow, and preserve your wealth for the long term.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor William R Wheatley
● OpenMerrill Lynch Financial Advisor William R Wheatley is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. With a focus on retirement income planning, wealth building strategies, and company retirement plans, William Wheatley leverages his education and experience to help clients maximize their wealth. His client service model emphasizes communication, goal tracking, and personalized portfolio management. Supported by the global resources of Merrill, William Wheatley's team is committed to building strong client relationships based on trust and personalized service. By getting to know each client personally, William Wheatley can design and implement a personalized financial plan to help individuals and families pursue their financial goals while managing investment risk. With access to investment insights and banking solutions, William Wheatley works with clients to develop a customized approach to address their financial needs. As a registered Senior Wealth Management Client Associate, William Wheatley is dedicated to helping clients achieve their goals and navigate the complexities of the financial markets.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Bill Applegate
● ClosedMerrill Lynch Financial Advisor Bill Applegate, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution led by experienced advisor Bill Applegate. With a background in Financial Services since 2001 and a Bachelor's Degree in Business Administration from the University of Southern California, Bill is dedicated to helping families and small businesses achieve their financial goals. He focuses on leveraging the resources of Merrill and Bank of America to provide personalized financial strategies for each client. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. They work closely with clients to identify and define their goals, creating a financial strategy tailored to their unique circumstances. By utilizing tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, they aim to understand each client's priorities and develop a comprehensive plan to help them achieve their financial objectives.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Shirley Quackenbush
● OpenShirley Quackenbush is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California. Our team is dedicated to meeting the dynamic needs of each client, providing solutions to unique challenges with an elevated level of service. We empower decision-making with expert guidance, offering seamless financial management for your family and future. Our network delivers a full suite of financial solutions to ensure stability and intelligent community investment. With bespoke investment strategies aligned to your financial objectives, we offer a sophisticated open-architecture platform of traditional and alternative investments. We provide comprehensive services for holistic financial planning, tailored to individuals and institutions. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services. Our planning-based approach and open-architecture platform provide expert, unbiased counsel and strategies tailored to your unique needs and goals. Led by your private advisor, our dedicated team can help with everything from day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey. With a commitment to developing tailored strategies and ensuring your family's objectives are achieved, Shirley Quackenbush is here to help you navigate the complexities of wealth management.
23 Corporate Plaza Dr Suite 246, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Jin Yao
● ClosedMerrill Lynch Financial Advisor Jin Yao, located at 520 Newport Center Drive in Newport Beach, California, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jin Yao can help you navigate today's changing market conditions and create a flexible strategy to help you pursue your goals. As a part of the Merrill Lynch tradition of community involvement, Jin Yao volunteers with local organizations and is committed to understanding your unique financial situation and aspirations. By conducting a Merrill Personal Wealth Analysis™, Jin Yao can help you build a personalized plan centered on your goals and focused on what you want to achieve.
520 Newport Center Dr, Newport Beach, CA 92660, United States
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