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TOP 30 Financial planning and analysis in Rolling Hills Estates, CA
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Merrill Lynch Financial Advisor Dominic Morris
Merrill Lynch Financial Advisor Dominic Morris is a finance institution located at 608 Silver Spur Road, Rolling Hills Estates, California, United States. Specializing in wealth management, Morris helps clients create personalized strategies tailored to their financial goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Morris works with clients to develop approaches designed to address their financial needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Morris gains a deeper understanding of his clients' goals and preferences to customize financial plans accordingly. As life and goals change, Morris helps clients adjust their financial approach to reflect these changes and stay on track towards achieving what matters most to them. With a focus on building a one-on-one relationship and providing personalized investment strategies, Morris strives to help clients navigate the complexities of their financial lives and pursue their goals. As a registered financial advisor in multiple states, Morris emphasizes the importance of understanding the risks involved in investing and encourages clients to consult with legal and tax advisors before making financial decisions. By offering a range of services including brokerage, investment advisory, and financial planning, Morris aims to empower clients to live their best financial lives.
Merrill Lynch Financial Advisor Ariana Hakami
Merrill Lynch Financial Advisor Ariana Hakami, located at 608 Silver Spur Road, Rolling Hills Estates, California, is dedicated to managing your wealth by creating personalized strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Ariana Hakami prioritizes understanding your priorities and aspirations to help you pursue financial success. By participating in the community and volunteering with local organizations, she demonstrates a commitment to serving clients beyond financial advice. Through personalized wealth management strategies and the Merrill Personal Wealth Analysis™, she aims to build a plan centered on your goals and evolving priorities. By utilizing the Investment Personality Assessment and regularly reviewing your financial approach, Ariana Hakami helps you navigate life changes and market fluctuations to stay on track towards achieving your goals. With a focus on providing comprehensive financial solutions and personalized investment strategies, Merrill Lynch Wealth Management Advisors like Ariana Hakami are dedicated to helping you address your financial needs and pursue your goals.
Merrill Lynch Financial Advisor Tom Mayea
Merrill Lynch Financial Advisor Tom Mayea, located at 608 Silver Spur Road in Rolling Hills Estates, California, offers insights, observations, and ideas to help clients pursue their financial goals. With a focus on retirement planning and personalized wealth analysis, Tom Mayea and his team work closely with individuals, families, and business owners to build customized financial plans tailored to their specific needs and goals. Specializing in helping clients achieve financial independence and navigate the complexities of successful business ownership, the institution offers lending services through Bank of America and a personalized approach to wealth management. With a background in economics and over a decade of experience, Tom Mayea is dedicated to providing targeted financial advice and professional integrity to help clients achieve their financial dreams. Fluent in English and Spanish, Tom Mayea also values spending time with family and friends, enjoying activities such as golfing, snowboarding, and traveling. By focusing on each client's unique goals and priorities, Merrill Lynch Wealth Management Advisors work to create customized investment approaches that address changing needs and market fluctuations, helping clients stay on track to achieve their financial objectives.
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