Merrill lynch financial strategies in San Jose, CA
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Merrill Lynch Financial Advisor Behrooz Ighani
● ClosedMerrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Behrooz Ighani can assist you in pursuing your financial objectives through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Behrooz Ighani upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and implemented to help you achieve financial success. By understanding your priorities and goals, Behrooz Ighani can provide thoughtful advice and guidance to help you pursue what matters most to you. With a focus on building a strong relationship through conversation, Behrooz Ighani aims to help you stay on track to achieve your goals. By getting to know you personally, Behrooz Ighani can design a financial approach that reflects your unique needs and priorities. With access to the latest investment insights and strategies, Behrooz Ighani is committed to helping you live your best financial life. Investing involves risk, and Behrooz Ighani is registered to do business in several states, including CA, NV, TX, WA, and WY. Prior to making any financial decisions, it is recommended to consult with legal and tax advisors. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when selecting the right one for your financial needs. Merrill Lynch is a registered broker-dealer and investment adviser, and certain investment products are provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a subsidiary of Bank of America Corporation. Trust, fiduciary, and insurance services are also available through Merrill Lynch. Let Behrooz Ighani help you navigate the complexities of your financial life and work towards achieving your goals.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Mason McKown
● ClosedMerrill Lynch Financial Advisor Mason McKown is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Mason works with clients to create personalized financial plans to achieve their goals and instill confidence in their family's financial future. With a focus on professionalism and ethics, Mason builds trust and loyalty with his clients by understanding their unique needs and looking out for their best interests. As a Certified Financial Planner, Mason helps clients navigate changes in employment, family, or lifestyle to manage and grow their assets. By leveraging the resources of Merrill Lynch Wealth Management, clients can enjoy more time with their families and pursue their passions, while Mason guides them towards financial success. The institution offers personalized financial planning services centered on clients' goals and priorities, helping them achieve what matters most to them. With a focus on understanding clients' aspirations and providing tailored solutions, Mason helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches, Mason ensures clients stay on track to achieve their goals despite changes in their lives or the financial markets. As a Merrill Lynch Wealth Management Advisor, Mason is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Violet Lee
● ClosedMerrill Lynch Financial Advisor Violet Lee is a trusted financial institution located at 560 South Winchester Boulevard in San Jose, California. As a finance institution, they provide expert advice and guidance on a wide range of financial matters, including investment strategies, retirement planning, and wealth management. With a focus on personalized service and tailored solutions, Merrill Lynch Financial Advisor Violet Lee is committed to helping clients achieve their financial goals and secure their future. Contact them today to schedule a consultation and take the first step towards financial success.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Lyle J Smith
● ClosedMerrill Lynch Financial Advisor Lyle J Smith is a finance institution located at 50 West San Fernando Street in San Jose, California, United States. Lyle J. Smith follows a disciplined wealth management strategy for Merrill Clients, focusing on understanding each client's individual needs and priorities. With over 30 years of experience at Merrill, Lyle is a qualified Portfolio Manager who can create personalized strategies for clients, incorporating various investment options. He holds the CERTIFIED FINANCIAL PLANNER™ certification and has a strong educational background in economics and agricultural economics. Lyle believes in building strong relationships with clients by listening to their goals and priorities, and providing personalized financial advice. He offers the Merrill Personal Wealth Analysis™ to help clients create a customized plan centered on their objectives. By utilizing the Investment Personality Assessment, Lyle can tailor his financial approach to align with each client's investing preferences.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Edge
● ClosedMerrill Edge, located at 3491 McKee Road, San Jose, California, United States, is a finance institution that provides personalized advice and guidance to help individuals achieve their financial goals. With a team of experienced Merrill Advisors, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest in securities or explore banking products, Merrill Edge offers a wide range of services to meet your needs. Please note that investing in securities involves risks, and it is important to carefully consider all options before making any decisions. Additionally, Merrill Lynch Life Agency Inc. is a licensed insurance agency that is a subsidiary of Bank of America Corporation. For more information about the services offered by Merrill Edge, you can review their Client Relationship Summary.
3491 McKee Rd, San Jose, CA 95127, United States -
Merrill Lynch Financial Advisor Elaine Zhang
● ClosedMerrill Lynch Financial Advisor Elaine Zhang is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Elaine Zhang specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By offering access to Merrill's investment insights and Bank of America's banking solutions, Elaine helps clients pursue their financial objectives while managing investment risks. With a focus on building strong client relationships based on trust and personalized service, Elaine and her team are dedicated to helping clients achieve financial success. Through the Merrill Personal Wealth Analysis™, clients can develop a personalized plan centered on their goals and aspirations. By understanding each client's unique needs and priorities, Elaine works to create a financial approach that reflects their personality and helps them navigate changes in the market and in their lives. As a Chartered Retirement Planning Counselor™, Elaine is committed to providing comprehensive financial solutions to address the evolving needs of her clients. With a focus on personalized investment strategies and access to the latest insights and tips, Merrill Lynch Financial Advisor Elaine Zhang is dedicated to helping clients live their best financial lives.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Dahn Lincoln
● ClosedMerrill Lynch Financial Advisor Dahn Lincoln is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Dahn is a graduate of University of California, Los Angeles (UCLA) with a bachelor's degree in Business Economics. He has extensive experience in Financial Services and is fluent in Mandarin Chinese and Japanese. Dahn focuses on helping individuals and families develop personalized plans and strategies through a transparent Goals-Based Wealth Management process. By leveraging the investment insights of Merrill and banking convenience of Bank of America, Dahn aims to provide world-class service built on trust. He believes in constantly searching for the latest and best strategies to provide more value to clients. Dahn currently works out of the downtown San Jose office in Silicon Valley, Northern California. As a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, Dahn takes the time to understand what's important to his clients and provides personalized investment strategies built around their priorities, risk tolerance, time horizon, liquidity needs, and goals. By listening to his clients and understanding their aspirations, Dahn helps them manage, grow, and preserve their wealth while considering the impact it can have for years to come. He believes in developing a financial approach that helps clients pursue their goals and offers sustainable and impact investing options. With access to the investment insights of Merrill and banking solutions from Bank of America, Dahn works with his clients to develop approaches designed to address their financial needs and help them achieve their goals. Through ongoing conversations and reviews, Dahn helps his clients stay on track to achieve what's most important to them. He believes in creating a financial approach that reflects his clients' personalities and life priorities, offering advice to help them address fluctuations in the market and changes in their lives. Working with a dedicated Merrill advisor means clients get personalized investment strategies from Merrill and access to comprehensive financial solutions from Bank of America. Merrill Lynch Financial Advisor Dahn Lincoln prioritizes building strong client relationships based on trust and personalized service, putting clients first every day.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Paul J Lukas
● ClosedMerrill Lynch Financial Advisor Paul J Lukas is a finance institution located at 50 West San Fernando Street, San Jose, 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. Their mission is to understand each client's family, goals, and priorities, adapting to changes over time. By asking thoughtful questions and listening carefully, they aim to create personalized plans to help clients pursue financial goals while managing investment risk. They believe in a goal-focused financial approach that turns aspirations into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The institution offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on goals and achievements. The advisors strive to help clients stay on track, making adjustments to their financial approach as needed. They provide the latest investment insights, tips, and strategies to help clients live their best financial life. The institution is committed to putting clients first, offering a dedicated one-on-one relationship for personalized investment strategies and comprehensive financial solutions. They hold various certifications in financial planning and wealth management, ensuring the highest level of expertise and service.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Daryl W Dehn
● ClosedMerrill Lynch Financial Advisor Daryl W Dehn is a reputable finance institution located at 50 West San Fernando Street in San Jose, California, United States. With years of experience and expertise in the financial industry, Daryl W Dehn provides personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Merrill Lynch Financial Advisor Daryl W Dehn is dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Dione Luu-Wong
● ClosedMerrill Lynch Financial Advisor Dione Luu-Wong is a dedicated and experienced finance professional located at 560 South Winchester Boulevard in San Jose, California. Dione is committed to building strong relationships with her clients and helping them make important financial decisions with confidence. With a focus on long-term relationships, Dione offers personalized wealth management strategies tailored to each client's individual needs and goals. She is fluent in Cantonese, Mandarin, and Vietnamese, and is dedicated to providing comprehensive financial services including portfolio management, retirement planning, estate planning, tax minimization, and more. Dione's goal is to help clients achieve financial success and reach their life goals through a customized approach that reflects their unique priorities and situations. Contact Dione Luu-Wong at Merrill Lynch Wealth Management for personalized investment strategies and comprehensive financial solutions.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Randall P Bane
● Closedinvestment product. Clients are advised to consult with their financial advisor before making any investment decisions. Merrill Lynch Financial Advisor Randall P Bane located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping clients manage their wealth and achieve their financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Randall Bane offers personalized wealth management strategies tailored to each client's unique needs.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 1707 E Capitol Expressway in San Jose, California, United States. We have a team of Merrill Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you're planning for your future or looking to invest, our personalized advice and guidance can help you achieve your goals. You can search for an advisor by name or our parent company, Merrill Lynch. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website. We strive to provide you with information about products and services that may be of interest to you. Investing in securities comes with risks, so it's important to be aware of potential losses. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and its affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, please review our Client Relationship Summary.
1707 E E Capitol Expy, San Jose, CA 95121, United States -
Merrill Lynch Financial Advisor King Wong
● ClosedMerrill Lynch Financial Advisor King Wong is a trusted finance institution located in San Jose, California. With a focus on providing top-notch financial advice and services, King Wong and his team are dedicated to helping clients achieve their financial goals. From investment strategies to retirement planning, Merrill Lynch Financial Advisor King Wong offers personalized solutions to meet the unique needs of each individual. Visit their office at 560 South Winchester Boulevard to start your journey towards financial success.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Judy Y Klink
● ClosedMerrill Lynch Financial Advisor Judy Y Klink, located at 560 South Winchester Boulevard in San Jose, California, is a finance institution offering personalized wealth management services. With over 25 years of experience in the financial services industry, Judy specializes in creating customized wealth management strategies to help clients achieve their financial goals. She holds a Master's degree in Economics with a focus on Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. Judy takes a comprehensive approach to managing wealth, starting with understanding each client's needs and aspirations. She leverages the investment resources of Merrill and the banking solutions of Bank of America to address all aspects of a client's financial life. Judy is dedicated to providing excellent service and helping clients pursue their financial goals.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor John R Kettmann
● ClosedMerrill Lynch Financial Advisor John R Kettmann is located at 560 South Winchester Boulevard in San Jose, California. John Kettmann is a Senior Financial Advisor and Managing Director with over 20 years of experience in the finance industry. He specializes in retirement benefits consulting and offers a range of investment options for clients, including traditional fund lineups and self-directed investments. John and his team provide personalized financial planning services tailored to each client's individual needs and goals. They work closely with clients to create a comprehensive wealth management strategy that encompasses investments, tax planning, and retirement assets. With access to the resources of Merrill Lynch Wealth Management and Bank of America, John is dedicated to helping clients achieve their financial objectives and secure their financial future. Contact Merrill Lynch Financial Advisor John R Kettmann for personalized financial advice and wealth management services.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Tom Nguyen
● ClosedMerrill Lynch Financial Advisor Tom Nguyen is located at 560 South Winchester Boulevard in San Jose, California, United States. As a finance institution, Tom Nguyen focuses on managing your wealth by creating personalized strategies tailored to your financial goals and priorities. By offering access to investment insights from Merrill and banking solutions from Bank of America, Tom Nguyen helps clients pursue their goals through personalized wealth management strategies. Tom Nguyen believes in building strong relationships with clients, starting with a conversation to understand their aspirations and financial needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Tom Nguyen helps clients develop customized financial plans that reflect their unique needs and preferences. With a focus on long-term financial success, Tom Nguyen helps clients navigate changes in life and the financial markets to stay on track towards achieving their goals. As a Certified Financial Planner, Tom Nguyen is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Kevin 'Johnny' Chen
● ClosedMerrill Lynch Financial Advisor Kevin 'Johnny' Chen is located at 560 South Winchester Boulevard, San Jose, California, United States. As a Senior Financial Advisor, Kevin provides personalized financial strategies for High Net Worth Individuals, Professionals, Business Owners, Startup Companies, and Multi-Generational Families. He offers services such as personal portfolio management, retirement income planning, estate planning, and endowment fund management. Kevin also specializes in ESG investing, corporate benefit plans, and liability restructuring. With a passion for helping startup companies and founders, Kevin guides clients through the entire business cycle. He believes in understanding each client's goals and priorities to create a customized wealth management strategy. Through the Merrill Personal Wealth Analysis™, Kevin helps clients build and document personalized plans centered on their aspirations. By staying informed of life changes and financial market fluctuations, Kevin ensures that clients stay on track to achieve their goals. With a focus on building a strong client-advisor relationship, Kevin is dedicated to helping clients pursue financial success and wealth preservation.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Ted Moorhead
● ClosedMerrill Lynch Financial Advisor Ted Moorhead, located at 560 South Winchester Boulevard, San Jose, California, United States, is a trusted institution with 27 years of experience in finance. Ted specializes in working with both working and retired business professionals, as well as parents who never retire, to help plan for their future. His focus is on helping clients meet their short and long-term goals through thoughtful planning and wealth management strategies. Ted is a dedicated member of the community, serving on the boards of organizations such as the Morgan Autism Center and Bay Area Housing Corporation. He is also a member of the Santa Clara Rotary Club, Sierra Club, and San Jose Bicycle Club. Ted believes in the importance of building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. He offers personalized financial plans tailored to each client's goals and priorities, helping them navigate life's changes and achieve financial success. Ted invites individuals seeking a goals-based approach to financial planning to connect with him to address their needs and achieve their financial goals.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Vivek V Thoppay
● ClosedMerrill Lynch Financial Advisor Vivek V Thoppay is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The institution is known for setting the standard for exemplary client service, with accolades such as Forbes “Best-in-State Wealth Management Teams” and Barron's "Top 1,200 Financial Advisors: State-by-State". 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's mission is to understand each client and what matters most to them, in order to design and implement a personalized financial plan to help them pursue their goals while managing investment risk. Through conversations and the Investment Personality Assessment, Merrill works to get to know each client personally and develop a financial approach that reflects their unique needs and priorities. The institution offers a range of financial solutions and strategies to help clients achieve their goals, with a focus on staying on track regardless of market fluctuations. Merrill Lynch Financial Advisor Vivek V Thoppay is dedicated to providing one-on-one guidance and support to help clients live their best financial lives.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Aaron Grant
● ClosedMerrill Lynch Financial Advisor Aaron Grant is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Aaron Grant, a dedicated financial advisor, takes a personalized approach to help clients improve, develop, and change their current financial picture. With a high-integrity approach, he listens to clients' goals and priorities to craft strategies that help achieve their desired results. Aaron offers a holistic approach that includes wealth management, investment management, banking services, and more, through Merrill Lynch Wealth Management and Bank of America. Born and raised in San Jose, Aaron is an honors graduate with a degree in business administration and finance. He is passionate about helping people understand their finances and building long-lasting client relationships. By using the Merrill Personal Wealth Analysis™, Aaron can create personalized financial plans centered around clients' goals. He believes in providing a path of clarity and custom-tailored strategies to help clients achieve their financial aspirations. Through the global resources of Merrill, Aaron's team is committed to providing personalized service and building strong client relationships based on trust. Whether clients are planning for retirement, saving for a home, or funding a child's education, Aaron works to understand their goals and priorities to develop a financial approach that aligns with their needs. By utilizing the Investment Personality Assessment, Aaron gains a deeper understanding of clients' investing preferences to customize their financial approach. With access to investment insights from Merrill and banking solutions from Bank of America, Aaron helps clients manage, grow, and preserve their wealth. He regularly reviews clients' goals and financial progress, making adjustments to their financial approach as needed. Aaron's mission is to understand each client's unique financial situation and create a personalized plan to help them pursue their goals while managing investment risk. By staying in tune with clients' changing lives and financial markets, he aims to help clients achieve what matters most to them. Aaron Grant is registered to do business in multiple states, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Steven C Nieto
● ClosedMerrill Lynch Financial Advisor Steven C Nieto is a reputable finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. As a trusted financial advisor, Steven C Nieto provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a strong focus on wealth management and investment strategies, clients can expect top-notch service and tailored advice to navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking financial planning assistance, Merrill Lynch Financial Advisor Steven C Nieto is dedicated to helping you secure your financial future.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Lia Zheng
● ClosedMerrill Lynch Financial Advisor Lia Zheng is a finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. They specialize in managing your wealth by creating personalized strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer a comprehensive approach to wealth management. Their team is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on what matters most to you, whether it's family, goals, or priorities that may change over time. They believe in starting every relationship with a conversation to understand your aspirations and provide advice and guidance to help you achieve your financial goals. By conducting a Personal Wealth Analysis and an Investment Personality Assessment, they can customize a financial approach that aligns with your objectives.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Mark A Barnao
● ClosedMerrill Lynch Financial Advisor Mark A Barnao is a trusted financial institution located at 560 South Winchester Boulevard in San Jose, California, United States. Specializing in finance, this institution offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management and investment strategies, Merrill Lynch Financial Advisor Mark A Barnao is dedicated to providing top-notch financial advice and support to individuals and businesses alike. Contact them today to start planning for a secure financial future.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Lauren Mader Gray
● ClosedMerrill Lynch Financial Advisor Lauren Mader Gray, located at 50 West San Fernando Street, San Jose, California, United States, is a finance institution that provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Lauren and her team of specialists are dedicated to cultivating long-lasting relationships by offering exceptional service, customized advice, and a disciplined approach to investing. Lauren is passionate about community involvement and volunteers for organizations such as Humane Society Silicon Valley, Soroptimist International Santa Clara Silicon Valley, CREW, and NAWBO. With the support of Merrill's global resources, Lauren's team is committed to building strong client relationships based on trust and personalized service.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Terrence B Byrnes
● ClosedMerrill Lynch Financial Advisor Terrence B Byrnes is a reputable finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. With a focus on providing top-notch financial advisory services, Terrence B Byrnes and his team offer personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Merrill Lynch Financial Advisor Terrence B Byrnes is dedicated to helping you make informed decisions and navigate the complexities of the financial world. Trustworthy, experienced, and client-focused, this institution is committed to providing exceptional financial guidance and support to individuals and families in the San Jose area and beyond.
560 S Winchester Blvd #600, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Anthony Barnao
● ClosedMerrill Lynch Financial Advisor Anthony Barnao is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. This institution offers insights, observations, and ideas to help individuals pursue their financial goals. With a focus on personalized wealth management strategies, they provide access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, they strive to understand and prioritize the goals of their clients. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they create customized financial plans centered on individual goals and preferences. With a commitment to helping clients navigate changes in life and markets, they offer ongoing support and advice to help achieve financial success. By getting to know each client personally, they design and implement tailored plans to address financial needs and manage investment risk. With a dedication to putting clients first, Merrill Lynch Wealth Management Advisors aim to help individuals build a customized investment approach to pursue their goals. Through a one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. Anthony Barnao is registered to do business in multiple states and offers the latest investment insights, tips, and strategies to help clients achieve their financial goals.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Michael D McKay
● ClosedMerrill Lynch Financial Advisor Michael D McKay is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. The Lloyd McKay Wealth Management Group believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. The institution believes in starting every relationship with a conversation to identify and prioritize your goals. By utilizing the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach to help you pursue your goals. The team at Merrill Lynch Wealth Management Advisors is committed to providing personalized service and building strong client relationships based on trust.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Brandon Picone
● ClosedMerrill Lynch Financial Advisor Brandon Picone, located at 50 West San Fernando Street, San Jose, California, United States, is a prestigious finance institution supported by the global resources of Merrill. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. Recognized for their exemplary client service, Merrill advisors strive to understand each client's unique goals and priorities, providing customized financial strategies to meet their short and long-term needs. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can work with advisors to develop a personalized plan centered on their goals. With a focus on staying on track and adapting to life changes, Merrill Lynch Wealth Management Advisors are committed to helping clients achieve what's most important to them. By offering a breadth of potential solutions and premier customer service, Merrill aims to provide clients with the tools and resources needed to navigate the complexities of their financial lives.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Shayne Fleming
● ClosedMerrill Lynch Financial Advisor Shayne Fleming is a prestigious finance institution located at 50 West San Fernando Street, San Jose, California, United States. This institution is dedicated to providing exemplary client service and personalized financial strategies to meet the specific needs of attorneys, business owners, entrepreneurs, high-net-worth individuals, and more. The team at Merrill is supported by global resources and is committed to building strong client relationships based on trust. By utilizing sound risk management principles and tax efficient strategies, they aim to help clients achieve their short and long-term financial goals. The advisors at Merrill Lynch Wealth Management focus on understanding the unique priorities and goals of each client to create a personalized plan rooted in the complexities of their life. With the Investment Personality Assessment, they gain a deeper understanding of how clients think and feel about investing to customize their approach. The institution offers a breadth of financial solutions, premier customer service, and tools to help clients track changes in their financial approach as their life evolves. Merrill Lynch Financial Advisor Shayne Fleming puts clients first, offering personalized investment strategies and access to comprehensive financial solutions. Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch advisors are dedicated to providing thoughtful analysis and guidance to help clients navigate the complexities of their financial lives.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor William M Lloyd
● Closedroducing Merrill Lynch Financial Advisor William M Lloyd, located at 50 West San Fernando Street in San Jose, California, United States. As part of the Lloyd McKay Wealth Management Group, our team believes in the power of teamwork and involvement to build strong relationships with our clients. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we strive to be your primary source for financial advice and guidance. At Lloyd McKay Wealth Management Group, we value the dedication and diligence offered to you at each step of the financial planning process. We believe that every relationship begins with a conversation, where we listen to learn more about you and your family, helping you identify and prioritize your financial goals. Our goal is to help you make investment-related decisions and trade-offs that align with your personally meaningful goals.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States
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