Merrill lynch investment management in Los Angeles, California

Merrill 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.

Merrill Lynch Financial Advisor Jacqueline Rahn is a reputable finance institution located at 2049 Century Park East in Los Angeles, California, United States. With a focus on providing expert financial advice and guidance, Jacqueline Rahn and her team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jacqueline Rahn is dedicated to providing top-notch service and support to help you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Michael G Starratt, located at 2049 Century Park East in Los Angeles, California, is a finance institution dedicated to understanding and addressing the investing and wealth management needs of both institutions and individuals. With a team of experienced professionals, Starratt Group works closely with clients to create customized strategies that align with their specific goals and objectives. As a Bank of America Global Institutional Consultant, the institution offers in-depth knowledge and personalized service to help clients navigate today's financial landscape. Whether it's developing investment strategies, providing fiduciary services, or offering employee education, Merrill Lynch Financial Advisor Michael G Starratt is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Jennifer L Gershon, located at 333 South Hope Street in Los Angeles, California, is a finance institution dedicated to helping clients manage their wealth effectively. With a deep understanding of each client's financial picture, Jennifer Gershon creates personalized strategies that adapt to changing market conditions. By offering access to investment insights from Merrill and banking solutions from Bank of America, clients can pursue their goals through tailored wealth management strategies. Committed to participating in the community, Jennifer Gershon volunteers with local organizations and prioritizes building relationships with clients based on their family, goals, and priorities. Through the Merrill Personal Wealth Analysis™ tool, clients can establish a plan centered on their objectives and aspirations.

Merrill Lynch Financial Advisor Christian Najera, located at 333 South Hope Street in Los Angeles, California, is dedicated to managing your wealth through personalized strategies tailored to your financial goals. As a Registered Senior Wealth Management Client Associate, Christian Najera offers advice and guidance based on your priorities and aspirations, placing you at the center of the financial planning process. With access to the global resources of Merrill and banking solutions from Bank of America, Christian Najera works with a team of experienced professionals to help you pursue your most important goals. Through the Merrill Personal Wealth Analysis™, Christian Najera can help you build a personalized plan focused on achieving your goals. By understanding your investment personality and financial preferences, Christian Najera can customize an approach that reflects your unique needs and priorities. As your life and goals change, Christian Najera will work with you to update your financial approach to stay on track towards achieving what matters most to you.

Merrill Lynch Financial Advisor Catrina Knox is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Catrina Knox specializes in managing wealth by creating flexible strategies tailored to individual financial goals. With access to Merrill's investment insights and Bank of America's banking solutions, Catrina Knox helps clients pursue their financial objectives through personalized wealth management strategies. Committed to community service, Catrina volunteers with local organizations and values building strong client relationships based on trust and personalized service. By understanding clients' goals and priorities, Catrina designs and implements personalized plans to help manage investment risk and achieve financial aspirations. Through the Investment Personality Assessment, Catrina gains a deeper understanding of clients' investing preferences to customize financial approaches that align with their goals. With regular check-ins and adjustments, Catrina helps clients stay on track to achieve what matters most to them. With a focus on personalized service and comprehensive financial solutions, Catrina Knox is dedicated to helping clients reach their financial goals and navigate the complexities of their financial lives.

Merrill Lynch Financial Advisor Stanton Roseman is a trusted institution located at 333 South Hope Street in Los Angeles, California, United States. Specializing in finance, Stanton Roseman offers insights, observations, and personalized financial strategies to help clients achieve their short- and long-term goals. With a focus on retirement planning, estate preservation, and market volatility, Stanton Roseman works closely with clients to develop customized plans tailored to their individual needs. As a CERTIFIED FINANCIAL PLANNER™ professional with years of experience in the industry, Stanton Roseman is dedicated to building strong client relationships based on trust and personalized service. Backed by the global resources of Merrill Lynch, Stanton Roseman and his team provide clients with the tools and guidance needed to navigate the complexities of the financial world. Whether you are planning for retirement, funding a child's education, or preparing for the future, Stanton Roseman is committed to helping you achieve your goals. Contact Stanton Roseman today to start building a personalized financial plan that aligns with your aspirations and priorities.

Merrill Lynch Financial Advisor Marcus G Tanimoto is a leading finance institution located at 333 South Hope Street in Los Angeles, California, United States. With a focus on providing personalized financial advice and services, Marcus G Tanimoto and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Marcus G Tanimoto offers expert guidance and support to help you make informed financial decisions.

Merrill Lynch Financial Advisor Keith T Tanabe is a prestigious finance institution located at 333 South Hope Street, Los Angeles, California, United States. Our group caters to a national clientele with sophisticated wealth management needs and investment requirements. With decades of experience, we focus on clear personalized strategies that prioritize the best interest of our clients above all else. Our team, Tanabe, McMahon, Tanimoto, Farmer & Holcher Group, is supported by talented specialists who are committed to guiding investment programs and strategic decision making for institutions and high net worth individuals and families. We work closely with clients to craft customized strategies to help them pursue their financial goals. As a Bank of America Global Institutional Consultant and Retirement Benefits Consultant, our team is among a select group of highly qualified professionals who provide in-depth knowledge and customized service to navigate today's financial landscape. Recognized by Barron's, Financial Times, and Forbes for our excellence in wealth management, we are dedicated to building strong client relationships based on trust and personalized service. Please note that Keith does not provide tax advice in his current role with Merrill.

Merrill Lynch Financial Advisor Miguel D. Sanchez is a Senior Vice President, Senior Financial Advisor, and founder of ST Wealth Management Group at Merrill in Los Angeles, California. With over 25 years of experience, Miguel provides customized financial advice and guidance to high-net-worth individuals, families, and businesses. He specializes in pre- and post-retirement strategies, investment management, lending, risk analysis, and wealth transfer. Miguel believes in transparency and loyalty, treating clients with the same integrity he would want for his own family. He is dedicated to educating clients and helping them make informed decisions about their finances. Miguel leads a team that includes Ricardo Trejo and Saul Rodriguez, focusing on diligence, responsiveness, and trust. As a Los Angeles native, Miguel is deeply rooted in his community and is committed to volunteering with local organizations. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. With a focus on your goals and priorities, Miguel will work with you to create a personalized financial plan that evolves with your changing needs. Let Miguel and his team at Merrill Lynch Wealth Management help you achieve your financial goals and secure your financial future.

Merrill Lynch Financial Advisor Chad C. McCoy is a finance institution located at 333 South Hope Street in Los Angeles, California, United States. Specializing in personalized wealth management strategies, Chad C. McCoy works closely with clients to understand their financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, he can create a flexible strategy tailored to meet the changing market conditions. Chad C. McCoy believes that financial success is achieved by making investment decisions that align with personally meaningful goals. By utilizing the Investment Personality Assessment, he gains a deeper understanding of each client's investing preferences to customize a financial approach that helps them pursue what matters most. With a focus on ongoing communication and adjustments to reflect changes in life and the financial markets, Chad C. McCoy is dedicated to helping clients achieve their goals.

Merrill Lynch Financial Advisor Raymond Conboy is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Raymond is an experienced financial advisor who works with wealthy families, business owners, businesses, and non-profits to help them recognize, understand, and realize their priorities and goals. He aims to preserve and grow clients' assets using the financial capabilities of Merrill and the banking convenience of Bank of America. Raymond, originally from Ireland, has been in the US since his early 20's and has two children. He is passionate about triathlons, hiking, and open water swimming. With a background in Prudential Securities and Banc of America Investments, Raymond follows the Merrill tradition of community involvement by volunteering with local organizations. His personalized approach focuses on building a plan centered on clients' goals and evolving priorities over time. By understanding clients' investment preferences and goals through the Investment Personality Assessment, Raymond tailors financial strategies to help them pursue what matters most. With access to Merrill's investment insights and Bank of America's banking solutions, Raymond collaborates with clients to develop a personalized approach to address their financial needs. His mission is to understand clients' aspirations and design a plan to help them achieve their financial goals while managing investment risk. By regularly reviewing and adjusting the financial approach, Raymond helps clients stay on track to reach their objectives. As a Merrill Lynch Wealth Management Advisor, Raymond provides customized investment strategies and comprehensive financial solutions to address clients' needs and pursue their goals. Clients can expect a dedicated one-on-one relationship with Raymond to navigate the complexities of their financial life and achieve their goals.

Merrill Lynch Financial Advisor Randall R Rhodes is a finance institution located at 333 South Hope Street in Los Angeles, California, United States. The institution focuses on managing your wealth by creating personalized strategies based on your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, the institution aims to help you pursue your goals through personalized wealth management strategies. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as Merrill Personal Wealth Analysis™ to help you build and document a personalized financial plan centered on your goals. The advisors at Merrill Lynch Wealth Management focus on understanding what matters most to you and your family, helping you create a financial approach that reflects your personality and priorities. By staying informed about changes in your life and revisiting your financial approach, the institution aims to help you stay on track to achieve your financial goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Randall R Rhodes is committed to helping you live your best financial life.

Merrill Lynch Financial Advisor Garrett Morgan is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, Garrett Morgan can help create a flexible strategy tailored to the ever-changing market conditions. By providing access to Merrill's investment insights and Bank of America's banking solutions, he can assist you in achieving your financial goals through personalized wealth management strategies. Garrett Morgan believes in actively participating in the community, dedicating time to volunteer with local organizations. Through Merrill Personal Wealth Analysis™, he can develop a personalized plan centered on your goals and aspirations. As a Merrill Lynch Wealth Management Advisor, Garrett focuses on your family, priorities, and goals, adapting to any changes over time. By starting with a conversation to identify your most important goals, he can tailor a financial approach to help you pursue what matters most to you.

Merrill Lynch Financial Advisor Russell Reyes, located at 333 South Hope Street in Los Angeles, California, is a trusted institution in the finance industry with over 25 years of experience. Russell Reyes holds a bachelor's degree in Business/Economics from UCLA and is dedicated to working with individuals and families to help them achieve their financial goals. At Merrill Lynch Wealth Management, Russell Reyes follows the tradition of community involvement by volunteering with organizations in the local community. Through Merrill Personal Wealth Analysis™, he can create a personalized financial plan tailored to your specific goals and needs. By starting with a conversation to understand your priorities and aspirations, Russell Reyes can help you make informed decisions about your financial future.

Merrill Lynch Financial Advisor Kavi Fulena, located at 333 South Hope Street in Los Angeles, California, offers personalized financial planning and investment strategies to help clients navigate today's changing markets. With access to the banking solutions of Bank of America, Kavi Fulena can assist with managing concentrated stock positions, retirement planning, inheritance, business sales, and more. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, the team creates customized financial plans with measurable goals. Through the Investment Personality Assessment, clients can gain insights into their investing preferences to tailor a financial approach that aligns with their values. Kavi Fulena is registered to do business in multiple states and offers a breadth of potential solutions, premier customer service, and financial tools to address each client's individual circumstances. With a focus on the client's needs and priorities, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their financial goals, adjusting their approach as needed to reflect changes in their life and the market. By working closely with clients and providing ongoing guidance, Kavi Fulena helps clients navigate the complexities of their financial lives and pursue their most important goals.

Merrill Lynch Financial Advisor Kevin E Scott, located at 333 South Hope Street, Los Angeles, California, United States, is a finance institution that focuses on managing your wealth through a comprehensive understanding of your financial situation. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kevin E Scott can help create a personalized strategy tailored to your goals and priorities. By participating in the community and volunteering with local organizations, Kevin E Scott follows the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, Kevin E Scott can develop a personalized plan centered on your goals and aspirations. By engaging in conversations and understanding what matters most to you and your family, Kevin E Scott can help you make informed financial decisions and trade-offs to achieve meaningful goals. The Investment Personality Assessment helps to refine your investing preferences and customize a financial approach that aligns with your values and priorities.

Merrill Lynch Financial Advisor Annterese Toth is a finance institution located at 333 South Hope Street in Los Angeles, California, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Mr. Carpou, with over 41 years of experience in the Investment Business, leads our team with expertise in Public Finance and Fixed Income Markets. Our team of talented individuals is committed to helping you pursue your financial goals, whether it be planning for retirement, managing wealth, or philanthropic endeavors. We understand the complexities of investing and managing wealth, and we collaborate to recommend financial services tailored to your specific needs. With offices on both the east and west coasts, we provide a unique perspective to assist you in your financial journey. As your life and goals change, we are here to provide a customized and consistent experience that goes beyond wealth management. Let's work together to help you achieve your financial goals.

Merrill 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.

Merrill Lynch Financial Advisor Michelle L Morales is a finance institution located at 901 Via Piemonte, Ontario, California, United States. At Morales, Cooper & Associates, every client relationship begins with a conversation to help identify and prioritize individual goals. The institution believes in achieving financial success by making investment-related decisions that align with personally meaningful goals. Through the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and customize a financial approach accordingly. The institution offers tools to help clients track changes in their lives and goals, ensuring that their financial approach remains aligned with their priorities. The team at Morales, Cooper & Associates serves a diverse range of clients, including owners of family enterprises, physicians, attorneys, tribal governments, non-profit organizations, and private foundations in Los Angeles, Orange, and San Bernardino counties. By establishing open and honest communication channels with clients, the institution helps them prepare for and benefit from wealth opportunities. The team emphasizes the importance of frequent conversations with clients, working closely with both spouses and adult children, and focusing on intergenerational wealth management.

Merrill Lynch Financial Advisor Brandon Katz, located at 21215 Burbank Boulevard, Los Angeles, California, United States, is a finance institution dedicated to helping clients manage their wealth through personalized wealth management strategies. With a focus on understanding your financial goals and priorities, Brandon Katz can create a flexible strategy tailored to today's market conditions. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can receive comprehensive financial guidance. Brandon Katz follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through the Merrill Personal Wealth Analysis™, clients can work with Brandon to develop a personalized plan centered on their goals. By discussing aspirations, family priorities, and evolving life changes, Brandon helps clients navigate important financial decisions and trade-offs.

Merrill Lynch Financial Advisor Juan P. Ramirez is a finance institution located at 21215 Burbank Boulevard, Los Angeles, California, United States. With a focus on managing your wealth through personalized wealth management strategies, Juan P. Ramirez can help create a flexible strategy tailored to your financial goals and priorities. By offering access to investment insights from Merrill and banking solutions from Bank of America, he aims to help you pursue your goals and achieve financial success. With a deep commitment to community involvement, Juan P. Ramirez volunteers his time with organizations in the local area. Through Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and aspirations. By understanding your unique financial situation and priorities, Juan P. Ramirez can design a customized investment approach to address your needs and help you reach your goals. With a focus on building a one-on-one relationship with clients, Juan P. Ramirez is dedicated to providing personalized investment strategies and comprehensive financial solutions to help you live your best financial life.

Merrill Lynch Financial Advisor Charles P Charis is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With a focus on managing wealth through personalized strategies tailored to each client's unique financial situation and goals, Charles P Charis offers access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Charles P Charis upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, clients can create a personalized plan centered on their aspirations and priorities. By understanding each client's goals and priorities, Charles P Charis works to develop a financial approach that helps them pursue their dreams. With a focus on building a deep understanding of each client's investing preferences through the Investment Personality Assessment, Charles P Charis strives to customize financial strategies to align with what matters most to the client. Continuously monitoring changes in clients' lives and financial markets, Charles P Charis aims to help clients stay on track towards achieving their goals. Through one-on-one relationships and personalized investment strategies, Charles P Charis assists clients in navigating the complexities of their financial lives. By offering comprehensive financial solutions and personalized advice, Charles P Charis helps clients address fluctuations in the market and changes in their lives. With a dedication to putting clients first and providing the latest investment insights, Charles P Charis works to help clients live their best financial life. As a registered advisor in multiple states, Charles P Charis offers personalized guidance and support to clients, helping them make informed financial decisions.

t Financial Advisor, Jerry Au is located at 333 South Hope Street in Los Angeles, California. Jerry is a Senior Vice President, Wealth Management Advisor with The Kevin Hanley Group, and a practicing CERTIFIED FINANCIAL PLANNER™, CFP ® certificant. With a focus on 401(k) plans, Estate and Retirement Planning Services, Financial and Cash Management strategies for businesses and high net worth individuals, Jerry brings a wealth of knowledge and expertise to his clients. Jerry joined Merrill Lynch Wealth Management in 2002 after graduating from the University of California, Los Angeles with a degree in Mathematics Economics. He has completed an Executive Program at Northwestern University's Kellogg School of Business and holds designations such as Chartered Retirement Planning Counselor and CFP® certification.

Merrill Lynch Financial Advisor Mary C Hong is a Senior Vice President and Wealth Management Advisor located at 333 South Hope Street, Los Angeles, California. With over 26 years of experience with Bank of America/Merrill, Mary works with affluent families, individual clients, closely-held businesses, and non-profit organizations to set quantifiable goals and develop customized financial strategies. She is a Certified Financial Planner™ and holds designations such as Certified Portfolio Manager and Chartered Retirement Planning Counselor. Mary's approach to wealth management is consultative, objective, and committed to excellence, offering services such as portfolio development, education plans, liability management, trust and estate planning, insurance planning, and retirement planning. She focuses on helping clients achieve their financial goals while managing investment risk, and believes in creating personalized plans to address individual needs and aspirations. Mary's dedication to her clients and her community is evident through her volunteer work and commitment to building personalized investment approaches that reflect each client's unique personality and priorities.

Merrill Lynch Financial Advisor Norman S. Labrador, located at 800 East Colorado Boulevard in Pasadena, California, is a finance institution with a focus on developing personalized strategies for individuals, families, and businesses to help them achieve their short- and long-term financial goals. Norman S. Labrador, a Wealth Management Advisor with a bachelor's degree in Finance from California State University, Los Angeles, has been in the financial services industry since 1992 and joined Merrill Lynch Wealth Management in 2007. Norman and his wife, Janet, are active in the community, supporting various charitable causes. At Merrill Lynch Wealth Management, Norman and his team offer personalized financial advice and strategies tailored to each client's unique goals and priorities. By listening to clients' needs and understanding their aspirations, they help build a comprehensive plan to manage, grow, and preserve wealth, while considering the impact for future generations.

Merrill Lynch Financial Advisor Jacob Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to your individual needs. The Guyette team focuses on a goals-based wealth management approach, putting clients at the center of the process. With access to the global investing resources of Merrill and the banking solutions of Bank of America, they help clients prioritize personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. The team is actively involved in the community, supporting charitable organizations like Heal the Bay and Children's Hospital Los Angeles. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals, while the Investment Personality Assessment helps customize your financial approach based on your preferences. The team helps you track progress, adjust strategies, and provides proactive communication and personalized service. By understanding your aspirations and priorities, Merrill Lynch Financial Advisor Jacob Guyette helps you manage, grow, and preserve your wealth for the future. With a focus on turning goals into reality, the team works to address your financial needs and adapt to changes in your life and the markets over time.

Merrill Lynch Private Wealth Advisor Thomas Jackson is a prestigious finance institution located at 2049 Century Park East in Los Angeles, California, United States. With a focus on providing personalized wealth management services, Thomas Jackson and his team offer tailored financial solutions to high-net-worth individuals and families. Their expertise in investment strategies, retirement planning, and estate management sets them apart in the industry. Trust Merrill Lynch Private Wealth Advisor Thomas Jackson to help you achieve your financial goals and secure your financial future.

Merrill Lynch Private Wealth Advisor Stephen Hunt, located at 2049 Century Park East, Los Angeles, California, United States, is a premier financial institution offering industry-leading research and expert analysis to help clients stay ahead. Specializing in developing personalized financial strategies, the institution provides access to banking capabilities of Bank of America and investing capabilities of Merrill to help clients pursue their long-term goals. With a focus on understanding clients' values and goals, the highly experienced team at Merrill Private Wealth Management offers services reserved for the world's largest institutions, catering to individuals, families, business owners, and executives. Through a goals-based wealth management approach, clients receive personalized strategies tailored to their unique situations, with a commitment to providing access to investment insights and banking solutions. The institution's dedication to helping clients pursue their financial goals is evident in their comprehensive services and personalized attention. Clients can expect to receive the latest investment insights, tips, and strategies to help them live their best financial lives. With a focus on goals-based financial strategies and a commitment to working in clients' best interests, Merrill Lynch Private Wealth Advisor Stephen Hunt offers a powerful and personal experience for clients of substantial means.

Merrill Lynch Financial Advisor Nadia Allaudin is located at 2049 Century Park East in Los Angeles, California. Nadia is a Managing Director and Private Wealth Manager with Merrill Private Wealth Management in Century City. She holds the Certified Investment Management Analyst® designation and has received numerous prestigious awards, including being listed on Forbes' "Top Women Wealth Advisors Best-in-State" list. Nadia focuses on building personalized financial plans centered around your goals and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for retirement. With Merrill Personal Wealth Analysis™, Nadia helps clients make informed investment decisions to achieve their financial goals. Start a conversation with Nadia to begin your journey towards financial success.