Global education advisors in California
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Merrill Lynch Financial Advisor Russell C Cecil
● ClosedMerrill Lynch Financial Advisor Russell C Cecil is a finance institution located at 100 Spectrum Center Drive, Irvine, California, United States. The Cecil Group believes in building strong relationships through teamwork and involvement, providing clients with access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their team of experienced advisors is passionate about educating clients on investing and creating personalized financial plans tailored to each individual's needs and goals. The institution offers personalized wealth management strategies, financial advice, and guidance to help clients achieve their financial objectives. With a focus on long-term wealth management and a family approach, The Cecil Group strives to address all available options to ensure a thoughtful and comprehensive financial road map for a lifetime of work. The team is committed to putting clients first and providing personalized service based on trust and expertise. They work collaboratively with clients to create flexible investment strategies, offering access to the investment insights of Merrill and the banking solutions of Bank of America. By staying connected with clients and regularly reviewing financial plans, The Cecil Group aims to help clients navigate changes in their lives and the financial markets to achieve their goals. With a dedication to personalized service and a deep understanding of each client's unique needs, The Cecil Group is committed to helping clients live their best financial lives.
100 Spectrum Center Dr Suite 1100, Irvine, CA 92618, United States -
Merrill Lynch Financial Advisor Jonathan N. Sheffield
● ClosedMerrill Lynch Financial Advisor Jonathan N. Sheffield is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. As part of the Bank of America Plaza, they offer a combination of investment insights from Merrill and banking convenience from Bank of America. Their team of experienced advisors is committed to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exemplary client service, they provide a comprehensive financial strategy tailored to your individual goals and aspirations. Whether you're planning for retirement, education expenses, or passing on your wealth to future generations, Merrill Lynch Financial Advisor Jonathan N. Sheffield can help you manage, grow, and preserve your wealth for years to come. With access to global resources and a network of specialists, they are dedicated to helping you navigate today's changing markets and explore financial possibilities.
333 S Hope St Suite 3900, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Wes Han
● ClosedMerrill Lynch Financial Advisor Wes Han, located at 520 Newport Center Drive in Newport Beach, California, is a prestigious finance institution that prides itself on providing exemplary client service. The team at Merrill is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The advisors at Merrill have received recognition from financial industry publications and Bank of America Corporation, setting the standard for wealth management excellence. The institution offers a range of services, including personalized financial planning, investment strategies, and comprehensive financial solutions. The advisors at Merrill focus on understanding your goals, priorities, and aspirations, helping you create a customized financial approach that reflects your unique needs and situation. They believe in helping you pursue your goals and manage investment risk, with a focus on turning your aspirations into reality.
520 Newport Center Dr Suite #1900, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor John Edward Klauk
● ClosedMerrill Lynch Financial Advisor John Edward Klauk is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. 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 and personalized financial planning. They believe in involving clients in planning for their financial future and creating strategies tailored to individual goals. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can work towards growing, preserving, and distributing their wealth. The team at Merrill Lynch Wealth Management Advisors helps clients navigate the complexities of their financial lives and build customized investment approaches. They offer a proactive approach to communication, personalized service, and a commitment to financial education. By getting to know clients personally and understanding their priorities, the team can help them achieve their financial goals. The institution provides various services including investment advisory, financial planning, and insurance products. With a focus on personalized strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor John Edward Klauk aims to help clients live their best financial lives.
333 S Hope St 39th Floor, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Stephen F. Sheffield Jr.
● ClosedMerrill Lynch Financial Advisor Stephen F. Sheffield Jr. is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With a background in Bank of America and a wealth of experience in wealth management, Stephen F. Sheffield Jr. and his team at The Sheffield Group offer personalized financial planning services tailored to your goals and priorities. As a CERTIFIED FINANCIAL PLANNER™ certificant, Stephen is dedicated to helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or funding a child's education. With a focus on building strong client relationships based on trust and personalized service, Merrill Personal Wealth Analysis™ can help you create a customized plan to achieve your financial objectives. By getting to know you and your family, Stephen and his team can provide advice and guidance to help you make informed investment decisions and trade-offs. With access to the global resources of Merrill and banking solutions from Bank of America, you can count on a comprehensive financial approach designed to address your individual needs. Let Stephen F. Sheffield Jr. and his team at Merrill Lynch Wealth Management help you navigate the complexities of your financial life and work towards your goals.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Mark T. Taylor
● ClosedMerrill Lynch Financial Advisor Mark T. Taylor is located at 520 Newport Center Drive in Newport Beach, California, United States. As a Wealth Management Advisor, Mark and his team offer a wide array of investment services using the combined resources of Merrill and the banking convenience of Bank of America. With over 20 years of experience, Mark specializes in providing financial and wealth management advice to high net worth individuals and their families. He holds the CERTIFIED FINANCIAL PLANNER™ certification and is dedicated to building strong, long-lasting relationships with every client. By leveraging the global network of specialists, Mark can help clients explore financial possibilities in today's changing markets. The institution offers personalized financial planning centered on individual goals and priorities, with access to the investment insights of Merrill and banking solutions from Bank of America. Whether you are planning for retirement, saving for a home, or funding a child's education, Mark and his team are committed to helping you achieve your financial goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Christopher P Foster
● Closedroducing a description in English for Merrill Lynch Financial Advisor Christopher P Foster located at 3550 Vine Street, Riverside, California, United States. As a finance institution, Merrill Lynch is proud of their advisors who have received recognition for their exemplary client service. The team, supported by the global resources of Merrill, is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Managing your wealth begins with a deep understanding of your financial picture, and Christopher P Foster can help create a flexible strategy tailored to your needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works to help you pursue your financial goals through personalized wealth management strategies. They prioritize understanding your family, goals, and priorities, adapting to your changing needs over time.
3550 Vine St Suite 300, Riverside, CA 92507, United States -
Merrill Lynch Financial Advisor Austin Schmidt
● ClosedMerrill Lynch Financial Advisor Austin Schmidt, located at 3550 Vine Street, Riverside, California, United States, offers personalized financial services to help clients meet their goals. Whether you are planning for retirement, saving for a home, or funding education, the institution provides a personalized approach to wealth management. With years of experience and a focus on understanding your investment personality, the team at Merrill Lynch can help you develop a customized investment strategy tailored to your lifestyle goals. Through ongoing conversations and adjustments to your financial plan as needed, the institution is committed to helping you achieve what matters most to you. With access to the global resources of Merrill, the team of talented and experienced individuals at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. By working with a Merrill Lynch Wealth Management Advisor, you can receive personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. The institution also offers the latest investment insights, tips, and strategies to help you live your best financial life.
3550 Vine St Suite 300, Riverside, CA 92507, United States -
Merrill Lynch Financial Advisor William R Wheatley
● ClosedMerrill 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 Dennis D Egizi
● ClosedMerrill Lynch Financial Advisor Dennis D Egizi is a finance institution located at 3550 Vine Street, Riverside, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They offer wealth management strategies tailored to individual needs, with access to investment insights from Merrill and banking solutions from Bank of America. The goal is to help clients achieve their financial goals, whether it's planning for education, retirement, health care costs, or passing wealth to future generations. By understanding clients' goals and priorities, the team at Merrill Lynch Wealth Management creates personalized plans to help clients pursue what matters most to them. With the help of an Investment Personality Assessment, they can refine investing preferences and develop a financial approach that aligns with clients' aspirations. Regular check-ins ensure that the financial approach is adjusted to reflect any changes in clients' lives or the market conditions. The team at Merrill Lynch is committed to helping clients achieve their goals and navigate the complexities of investing with transparency and simplicity.
3550 Vine St Suite 300, Riverside, CA 92507, United States -
Merrill Lynch Financial Advisor Kelly S. Garton
● ClosedMerrill Lynch Financial Advisor Kelly S. Garton is a prestigious finance institution located at 12830 El Camino Real, San Diego, California, United States. The institution is dedicated to providing exemplary client service and personalized financial advice. The team at Merrill is supported by global resources and is comprised of talented individuals who are committed to building strong client relationships based on trust. The advisors at Merrill have received recognition from financial industry publications, setting the standard for excellence in client service. Merrill Lynch Wealth Management focuses on understanding what matters most to you - your family, goals, and priorities. The team works closely with clients to develop personalized financial strategies and measurable goals. By utilizing the Investment Personality Assessment, Merrill can customize financial approaches to help clients pursue their unique goals. The team at Merrill believes in helping clients make investment-related decisions that align with their personally meaningful goals.
12830 El Camino Real Suite 300, San Diego, CA 92130, United States -
Merrill Lynch Financial Advisor Niels Mohler
● ClosedMerrill Lynch Financial Advisor Niels Mohler, located at 12830 El Camino Real, Suite 300, San Diego, California, United States, is a trusted institution in the finance industry. The team at Merrill Lynch is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, the advisors at Merrill Lynch are committed to helping clients achieve their financial goals. With access to the global resources of Merrill, the team at Merrill Lynch is comprised of experienced individuals who focus on understanding each client's unique needs and priorities. Through conversations and personalized financial planning, Merrill Lynch aims to help clients pursue their goals, whether it be planning for retirement, saving for a home, funding education, or passing on wealth to future generations.
12830 El Camino Real Suite 300, San Diego, CA 92130, United States -
Merrill Lynch Financial Advisor Christopher Ryan Demmler
● ClosedMerrill Lynch Financial Advisor Christopher Ryan Demmler is a finance institution located at 7825 Fay Avenue, San Diego, California, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, your financial advisor focuses on your family, goals, and priorities, adapting as they change over time. The institution believes in achieving financial success by understanding your investing preferences and priorities through the Investment Personality Assessment. With a personalized financial strategy, they aim to help you reach your goals, whether it's retirement planning, saving for a home, or funding education. Merrill Personal Wealth Analysis™ is used to create a plan centered on your goals. Regular check-ins ensure your financial approach reflects changes in your life and the market. Your dedicated advisor will help you navigate financial complexities and build a customized investment approach to pursue your goals. With access to comprehensive financial solutions from Bank of America, Merrill Lynch Financial Advisor Christopher Ryan Demmler puts you first every day, offering one-on-one collaboration to help you achieve financial success.
7825 Fay Ave Suite 300, La Jolla, CA 92037, United States -
Merrill Lynch Financial Advisor James E Roeske
● Closedcan create a personalized financial strategy that aligns with your goals and helps you navigate the complexities of your financial life. Our team at Merrill Lynch Financial Advisor James E Roeske, located at 7825 Fay Avenue, San Diego, California, United States, is dedicated to providing exemplary client service and innovative strategies to grow and preserve intergenerational wealth. Led by James E Roeske, a highly respected Wealth Management Advisor with a wealth of industry experience and credentials, our team offers a goals-based wealth management approach that puts you at the center of the process. We can assist you in identifying and prioritizing your personal goals, whether it's planning for your children's education, ensuring a comfortable retirement, or preserving your wealth for future generations. With access to the global investing resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America, we are committed to helping you achieve your financial goals and build a secure financial future. Contact us today to start building your personalized financial strategy with the guidance of our experienced team."
7825 Fay Ave Suite 300, La Jolla, CA 92037, United States -
Merrill Lynch Financial Advisor Thomas L Russell
● ClosedMerrill Lynch Financial Advisor Thomas L. Russell, located at 7825 Fay Avenue, San Diego, California, United States, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to your changing needs over time. Through one-on-one collaboration, the team helps you identify and prioritize your most important goals, whether it's wealth transfer, pursuing passions, or planning for retirement. By utilizing the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, the team customizes a financial approach tailored to your unique needs and goals. They regularly review and adjust your financial strategy to ensure you stay on track towards achieving what matters most to you. With access to comprehensive financial solutions from Bank of America, working with a dedicated Merrill advisor means receiving personalized investment strategies designed to address your specific needs and goals. The team is committed to putting you first, providing personalized advice and guidance to help you navigate the complexities of your financial life. Whether you're saving for a home, planning for retirement, or funding education, Merrill Lynch Financial Advisor Thomas L. Russell is here to help you achieve your financial goals.
7825 Fay Ave Suite 300, La Jolla, CA 92037, United States -
Merrill Lynch Financial Advisor Christopher Ficara
● ClosedMerrill Lynch Financial Advisor Christopher Ficara, located at 5951 La Sendita in Rancho Santa Fe, California, is a finance institution dedicated to putting clients' priorities and goals at the forefront. With a focus on building long-term relationships that provide steadfast support spanning generations, Christopher Ficara and Nathan Labiak strive to offer personalized services tailored to individual financial needs and goals. Supported by the global resources of Merrill Lynch Wealth Management and Bank of America, the team at Merrill Lynch Financial Advisor Christopher Ficara offers a wide range of services and capabilities to help clients navigate the complexities of the financial world. From wealth management to retirement and education strategies, Chris uses his industry knowledge and analytical skills to provide straightforward financial guidance.
5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067, United States -
Merrill Lynch Financial Advisor Gregory J Roel
● ClosedMerrill Lynch Financial Advisor Gregory J Roel, located at 701 B Street in San Diego, California, is a reputable finance institution dedicated to providing exemplary client service. Recognized by Forbes for their "Best-in-State Wealth Management Teams" in 2024, the team at Merrill Lynch is supported by global resources and committed to building strong client relationships based on trust and personalized service. With a focus on understanding your goals and priorities, the team at Merrill Lynch works to create a personalized financial approach that reflects your unique needs. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch is there to help you achieve your financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch is dedicated to helping you manage, grow, and preserve your wealth. By staying on top of changes in your life and revisiting your financial approach, Merrill Lynch aims to help you stay on track to achieve what's most important to you. Let Merrill Lynch Financial Advisor Gregory J Roel help you navigate the financial complexities of your life and build a customized investment approach to address your needs and pursue your goals.
701 B St 24th Floor, San Diego, CA 92101, United States -
Merrill Lynch Financial Advisor David A Reicks
● ClosedMerrill Lynch Financial Advisor David A Reicks is a finance institution located at 701 B Street, San Diego, California, United States. As a Senior Portfolio Advisor with over 35 years of experience, David Reicks specializes in long-term planning and retirement goals. With various FINRA registrations and insurance licenses, he works with small business owners to develop solid corporate retirement structures. David is dedicated to providing exceptional customer service, customized planning, competitive fees, and trust. He is also actively involved in the community, sponsoring events and volunteering with organizations such as the Human Rights Campaign and Special Olympics. Through Merrill Lynch Wealth Management, David and his team offer personalized financial planning and investment strategies to help clients achieve their goals. They believe in putting clients' interests first and strive to build strong relationships based on trust and personalized service. With access to the global resources of Merrill and Bank of America, they work with clients to develop customized approaches to address their financial needs and pursue their goals. Whether it's planning for retirement, saving for a home, or funding education, David Reicks and his team are committed to helping clients achieve financial success.
701 B St 24th Floor, San Diego, CA 92101, United States -
Merrill Lynch Financial Advisor Jonathan D. Thompson
● ClosedMerrill Lynch Financial Advisor Jonathan D. Thompson is a finance institution located at 555 California Street, San Francisco, California, United States. They believe in starting every relationship with a conversation to understand and prioritize your financial goals. Whether you are planning for retirement, buying a home, funding education, or passing wealth to future generations, they tailor their financial approach to your unique needs and aspirations. Through the Investment Personality Assessment, they gain insights into your investing preferences and customize a plan to help you pursue your goals effectively. Their team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exemplary client service, they provide personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals. They offer the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Michael P Rennels
● ClosedMerrill Lynch Financial Advisor Michael P Rennels is located at 555 California Street, San Francisco, California, United States. As your advisors, they are dedicated to working with you to fulfill your fiduciary responsibilities by leveraging the resources of Bank of America Corporation and its affiliates. They take the time to understand the needs and goals of your institution, offering personalized service and tailored investment strategies through Merrill's ERISA 3(21) fiduciary service. The team at Merrill Lynch Financial Advisor Michael P Rennels consists of experienced individuals committed to building strong client relationships based on trust and personalized service. They offer knowledgeable high-touch service to plan sponsors, providing guidance on investment programs, strategic decision making, and employee education. As Bank of America Retirement Benefits Consultants, they specialize in defined contribution plans and strive to add value to your plan through fresh thinking and sharp insights. Securities, strategic advisory, and other investment banking activities are performed globally by Bank of America Corporation's banking affiliates, including Merrill Lynch, Pierce, Fenner & Smith Incorporated.
555 California St 9th Floor, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Mary A Spence
● Closedfinancial future, saving for retirement, or funding a child's education, we are here to help you navigate the complexities of the financial world. Our team at Merrill Lynch Financial Advisor Mary A Spence, located in San Francisco, California, is dedicated to building strong client relationships based on trust and personalized service. Our team, led by Ravi Bhalla and Amanda Spence, Wealth Management Advisors, is supported by the global resources of Merrill, ensuring that we can provide our clients with comprehensive financial solutions tailored to their individual needs. From wealth management strategies to fixed income investing, estate planning services, and access to home lending through Bank of America, N.A., we offer a wide range of services to help you achieve your financial goals.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Robert E Haeusslein
● ClosedMerrill Lynch Financial Advisor Robert E Haeusslein, located at 101 South Ellsworth Avenue, San Mateo, California, is a finance institution dedicated to providing insights, observations, and ideas to help clients pursue their financial goals. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers a personalized approach to financial planning, focusing on the things that matter most to clients, such as family, goals, and priorities. By starting with a conversation, the team helps identify and prioritize goals, whether it's transferring wealth, customizing financial approaches, or providing advice and guidance. The team believes in achieving financial success by making investment-related decisions that align with personally meaningful goals. Through tools like the Investment Personality Assessment, the team can customize financial approaches to help clients pursue what matters most to them. The institution offers a range of services, including wealth management, retirement planning, education funding, and more, all designed to help clients manage, grow, and preserve their wealth. With a focus on understanding clients' needs and goals, the team works to design and implement personalized plans to help clients achieve financial success. Through regular check-ins and updates, the team ensures that clients stay on track to reach their goals, adapting their approach as needed. The institution is dedicated to putting clients first and helping them navigate the complexities of their financial lives. By working with a Merrill Lynch Wealth Management Advisor, clients can access personalized investment strategies and comprehensive financial solutions to help them live their best financial life.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Michael K Kinslow
● ClosedMerrill Lynch Financial Advisor Michael K Kinslow, located at 1331 North California Boulevard, Walnut Creek, California, United States, is a finance institution dedicated to understanding your financial goals and helping you achieve them. With a personalized approach, they create a plan tailored to your needs, focusing on managing investment risk while pursuing your aspirations. Their experienced team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, saving for a home, or funding education, they will work with you to develop a financial strategy that reflects your unique needs and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, they provide comprehensive financial solutions to help you reach your goals. Let Merrill Lynch Financial Advisor Michael K Kinslow help you achieve financial success and stay on track to achieve what matters most to you.
1331 N California Blvd suite 400/700, Walnut Creek, CA 94596, United States -
Merrill Lynch Financial Advisor Gloria Rothbaum
● ClosedMerrill Lynch Financial Advisor Gloria Rothbaum is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Gloria, who has a background in technology entrepreneurship, consulting, and investing, leads a practice that caters to a primarily referred clientele of well-educated individuals on the West and East Coasts. Her hands-on, planning-based approach aims to help clients understand their financial story and plan for the future. Gloria's practice focuses on analyzing various aspects of clients' financial situations, offering real-world scenarios and strategies to help them achieve their goals. With a deep understanding of her clients' risk tolerance, liquidity needs, and investment timelines, Gloria acts as a 'professional shopper' to find the best financial solutions for each individual. She also collaborates with specialists at Bank of America to provide a comprehensive suite of services, including wealth management strategies, lending options, tax minimization, and estate planning.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Rosario M Oliveri
● ClosedMerrill Lynch Financial Advisor Rosario M Oliveri is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Oliveri, a Financial Advisor with Merrill Lynch since 2012, focuses on developing and implementing globally diversified financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in Business Management Economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always prioritizing the interests of his clients. The institution believes in understanding each client's goals and priorities to design and implement personalized plans to help manage investment risk and pursue financial goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, Merrill Lynch aims to provide tailored financial approaches centered on individual goals and preferences. The institution offers comprehensive financial solutions supported by the global resources of Merrill and Bank of America. Whether planning for retirement, buying a home, or funding education, Merrill Lynch Wealth Management Advisors are dedicated to helping clients achieve their financial goals.
560 S Winchester Blvd #500, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Maureen M Fong
● ClosedMerrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations. Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Justin R Pearce
● Closedoccurring loss when investing in securities or other financial products. Clients should consider their investment objectives and risks carefully before investing. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance is no guarantee of future results, and the value of investments and the income they generate can fluctuate. This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, clients should consult with a qualified tax advisor, CPA, financial planner or investment manager. At Merrill Lynch Financial Advisor Justin R Pearce, located in San Jose, California, our team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to your unique needs and goals. We believe in building strong relationships through teamwork and collaboration, and we have access to the global investment capabilities of Merrill and the banking convenience of Bank of America.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Stephen Hepp
● ClosedMerrill Lynch Financial Advisor Stephen Hepp is a part of The JJD Group, a team of experienced financial professionals located at 1424 State Street, Santa Barbara, California. With over 65 years of combined financial services experience, the team at The JJD Group has been serving the wealth management needs of multiple generations of families since 1970. Their personalized approach begins with a conversation to identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding education. The team at Merrill Lynch believes in helping clients make investment decisions that align with their personal goals. They offer insights, observations, and ideas to support clients in their pursuit of financial success. Recognized for their exemplary client service, the team has received accolades from Forbes for their wealth management expertise.
1424 State St, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor David J Eagle
● ClosedMerrill Lynch Financial Advisor David J Eagle, located at 2815 Townsgate Road in Westlake Village, California, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial strategy tailored to your investment style and life plan. With access to Merrill's investment insights and Bank of America's banking convenience, they help you plan for your financial future while providing transparency on potential risks and opportunities. The team believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, buying a home, or funding education. By getting to know you through the Investment Personality Assessment, they customize a financial approach to help you pursue what matters most to you. The Merrill Personal Wealth Analysis™ helps document a personalized plan centered on your goals. They understand that life and markets change, so they regularly check in to discuss adjustments needed to keep you on track toward achieving your goals. With a focus on personalized service and attention to your financial needs, Merrill Lynch Financial Advisor David J Eagle is committed to helping you reach your financial goals.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Merrill Lynch Financial Advisor Michelle Gruber
● ClosedMerrill Lynch Financial Advisor Michelle Gruber is located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. This finance institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is committed to providing exemplary client service, focusing on building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch Wealth Management are dedicated to helping clients achieve their goals, whether it's funding their children's education, planning for retirement, or managing wealth transfer to the next generation. The institution offers personalized investment strategies and financial solutions tailored to each client's unique needs and priorities. With access to global resources, Merrill Lynch Financial Advisor Michelle Gruber is dedicated to helping clients navigate the complexities of finance and plan for a secure financial future.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States
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