Financial alignment in Newport Beach, California

Merrill Lynch Private Wealth Advisor Jonathan R Leach, located at 520 Newport Center Drive in Newport Beach, California, offers personalized and boutique-like financial services to individuals and families with significant wealth. With a focus on customized strategies tailored to unique goals and priorities, the private wealth advisors at Merrill Private Wealth Management provide expert analysis and industry-leading research to help clients stay ahead. Diane Coon, a Managing Director and Private Wealth Advisor within the institution, specializes in serving executive and corporate clients by aligning client goals and priorities with financial solutions based on risk tolerance, time horizon, and overall investment goals. With a high touch client experience and a team approach, Diane and her team offer services such as pre & post liquidity planning, corporate financial services, trust and estate planning, philanthropic solutions, and more.

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.

Bank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals. In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.

Merrill Lynch Private Wealth Advisor Ryan C Moore, located at 520 Newport Center Drive in Newport Beach, California, offers personalized and boutique-like financial services to individuals and families with significant wealth. The team of private wealth advisors at Merrill Private Wealth Management is dedicated to meeting specialized needs with trust and personalized service. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, focuses on serving executive and corporate clients by aligning client goals with tailored financial solutions. With experience at J.P. Morgan’s Private Bank and Hambrecht & Quist’s Investment Bank, Diane provides services such as pre & post liquidity planning, corporate financial services, and trust and estate planning. She is actively involved in the community and has been recognized on the Forbes "Best-in-State Wealth Management Teams" list.

Shirley 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.

PBDM Wealth Partners is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. Our team is dedicated to providing personalized solutions to meet the dynamic needs of each client at every stage of wealth accumulation. We offer expert guidance to empower your decision making, seamless financial management for your family's future, and a full suite of financial solutions through our extensive network. Our bespoke investment strategies are tailored to align with your financial objectives, giving you access to a wide range of traditional and alternative investments. As an extension of your team, we review your full financial picture to provide objective, holistic, and relevant advice. Our comprehensive services cater to individuals and institutions, offering solutions for trusts, fiduciary oversight, account management, and more. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services. At PBDM Wealth Partners, we are committed to understanding our clients' goals and developing dynamic wealth management solutions to help them achieve success for generations to come.