Merrill lynch wealth solutions in California
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Merrill Lynch Financial Advisor Lisa M Daniel
● ClosedMerrill Lynch Financial Advisor Lisa M Daniel is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Lisa can assist in creating a flexible strategy tailored to your specific goals, while providing access to Merrill's investment insights and Bank of America's banking and lending solutions. She is dedicated to building strong client relationships based on trust and personalized service, with a focus on community involvement through volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and documented. By utilizing the Investment Personality Assessment, Lisa can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your priorities. As your life and goals evolve, Lisa will work with you to update your financial strategy accordingly. With a focus on understanding what matters most to you, Lisa's mission is to help you design and implement a personalized plan to pursue financial goals while managing investment risk. By staying engaged and discussing changes in your life and financial approach, Lisa aims to help you achieve what's important to you. With a commitment to putting you first, Lisa offers personalized investment strategies and access to comprehensive financial solutions to address your needs and goals. Whether you're planning for retirement, saving for a home, or funding your child's education, Lisa is dedicated to helping you achieve your financial goals.
1424 State St, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor E. Scott Wasmuth
● ClosedMerrill Lynch Financial Advisor E. Scott Wasmuth is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Specializing in personalized wealth management strategies, E. Scott Wasmuth can help create a flexible strategy tailored to your goals in today's changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, you can trust E. Scott Wasmuth to help you pursue your financial goals. The institution offers Merrill Personal Wealth Analysis™ to build a personalized plan focused on your goals. With a team of experienced individuals committed to building strong client relationships, you can rely on E. Scott Wasmuth for trusted and personalized service. As a Registered Senior Wealth Management Client Associate, E. Scott Wasmuth focuses on what matters most to you - family, goals, and priorities - to develop a plan that evolves with your changing needs. By understanding your goals and priorities, E. Scott Wasmuth can design and implement a personalized plan to help you manage investment risk and pursue financial goals. Communication is key to managing life's challenges, which is why E. Scott Wasmuth works to engage you and your family in the financial decision-making process. With a focus on potential solutions to turn goals into reality, E. Scott Wasmuth is dedicated to helping you achieve your financial aspirations. By utilizing the Investment Personality Assessment, E. Scott Wasmuth can gain a deeper understanding of your investing preferences and customize a financial approach to help you pursue what matters most to you. With a commitment to helping you achieve your goals, E. Scott Wasmuth offers a breadth of potential solutions, premier customer service, and financial tools based on your unique circumstances. Whether you are planning for retirement or looking to provide financial wellness solutions for your employees, E. Scott Wasmuth can help you prioritize your financial goals and provide tailored strategies. With a focus on helping your employees pursue their financial goals, E. Scott Wasmuth offers a holistic approach to financial wellness, personalized plan advice, and comprehensive employee education programs. As your life and goals change over time, E. Scott Wasmuth will work with you to update your financial approach to reflect these changes. By getting to know you personally and understanding what matters most to you, E. Scott Wasmuth can help you create a financial approach that reflects your personality and life priorities. Let E. Scott Wasmuth help you achieve your financial goals with a customized investment approach tailored to your needs. With a dedicated one-on-one relationship, E. Scott Wasmuth is committed to putting you first every day.
1424 State St, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor John R Pate
● ClosedMerrill Lynch Financial Advisor John R Pate is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to individual financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the institution works to help clients pursue their goals through personalized wealth management strategies. The institution follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. The institution believes in the importance of understanding clients' aspirations and providing customized financial approaches to help them achieve their goals. By utilizing the Investment Personality Assessment, the institution gains a deeper understanding of clients' investing preferences to customize financial strategies. The institution focuses on helping clients navigate life changes and financial market fluctuations to stay on track towards their goals. With a dedicated Merrill advisor, clients can access personalized investment strategies and comprehensive financial solutions from Bank of America. John Pate is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial life. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of brokerage, investment advisory, and other services tailored to clients' needs and objectives.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
Merrill Lynch Financial Advisor Eric Kulberg
● ClosedMerrill Lynch Financial Advisor Eric Kulberg, located at 1424 State Street in Santa Barbara, California, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Eric can help you create a flexible strategy to navigate changing market conditions. As a member of the community, Eric is dedicated to volunteering and giving back. Through Merrill Personal Wealth Analysis™, Eric can develop a personalized plan centered on your aspirations and priorities. By understanding your goals and preferences, he can customize a financial approach to help you pursue what matters most to you. With a focus on building long-term relationships, Eric will regularly review and adjust your financial plan to reflect changes in your life and the market.
1424 State St, Santa Barbara, CA 93101, United States -
Merrill Lynch Financial Advisor ALLEN SHEALS
● ClosedMerrill Lynch Financial Advisor ALLEN SHEALS, located at 300 East Esplanade Drive, Oxnard, California, United States, offers insights, observations, and ideas to help clients pursue their financial goals. With a focus on personalized wealth management strategies, ALLEN SHEALS can create a flexible strategy tailored to each client's unique financial picture. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can work towards achieving their financial aspirations. At Merrill Lynch Wealth Management, the financial advisor, ALLEN SHEALS, prioritizes understanding the client's family, goals, and priorities. Through personalized conversations, ALLEN SHEALS helps clients identify and prioritize their most important financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, ALLEN SHEALS can create a customized financial approach designed to help clients pursue what matters most to them.
300 E Esplanade Dr Suite 2150, Oxnard, CA 93036, United States -
Merrill Lynch Wealth Management Advisor Bradford L McNaughto
● OpenMerrill Lynch Wealth Management Advisor Bradford L McNaughto is a finance institution located at 5080 California Avenue, Bakersfield, California, United States. They offer personalized financial strategies to help clients pursue their long-term goals. The institution believes in building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop customized approaches to address their financial needs. The team is comprised of talented and experienced individuals committed to helping clients achieve their financial goals. Through the Merrill Personal Wealth Analysis™, they can build and document personalized plans centered on client goals. The institution believes in staying connected with clients to discuss any changes in their life or financial approach, ensuring they stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors are dedicated to helping clients navigate the financial complexities of life and build customized investment approaches to address their needs and pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, clients can trust Merrill Lynch Wealth Management Advisor Bradford L McNaughto to guide them towards financial success.
5080 California Ave Suite 102, Bakersfield, CA 93309, United States -
Merrill Lynch Financial Advisor Mathew Saltzman
● ClosedMerrill Lynch Financial Advisor Mathew Saltzman is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. As your Merrill advisor, Mathew Saltzman focuses on connecting all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. With a deep understanding of your financial picture, Mathew can create a flexible strategy tailored to today's market conditions. Through Merrill and Bank of America, you will have access to investment insights and banking solutions. Mathew Saltzman believes in building personalized wealth management strategies to help you achieve your goals. By participating in the community and volunteering with organizations, Mathew Saltzman follows the deep-seated Merrill tradition of service. Through Merrill Personal Wealth Analysis™, Mathew can help build a personalized plan centered around your goals. By understanding your investment personality, Mathew can customize a financial approach to help you pursue what matters most to you. Your financial approach will be continuously adjusted to reflect changes in your life and goals. With Mathew Saltzman as your advisor, you can expect a dedicated one-on-one relationship focused on helping you build a customized investment approach to address your needs and pursue your goals.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Jacqueline Rahn
● OpenMerrill 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.
2049 Century Park E STE 1200, Los Angeles, CA 90067, United States -
Merrill Lynch Financial Advisor AMRISH KURANI
● ClosedMerrill Lynch Financial Advisor AMRISH KURANI is a finance institution located at 2301 Rosecrans Avenue, El Segundo, California, United States. The institution focuses on managing wealth by creating personalized strategies tailored to the client's goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, the institution aims to help clients pursue their financial goals through personalized wealth management strategies. The institution believes in building strong relationships with clients by understanding their needs and aspirations, and providing advice and guidance to help them achieve their financial objectives. Through personalized plans, investment insights, and comprehensive financial solutions, AMRISH KURANI works with clients to design and implement strategies to manage, grow, and preserve their wealth. The institution is dedicated to helping clients navigate the complexities of their financial lives, offering personalized investment approaches to address their needs and goals. With a focus on understanding the client's personality and priorities, AMRISH KURANI aims to provide tailored financial approaches that reflect the client's unique needs and help them stay on track to achieve their goals. By staying informed about changes in the client's life and revisiting their financial approach, the institution strives to help clients adapt to fluctuations in the market and changes in their circumstances. With a commitment to putting the client first, Merrill Lynch Financial Advisor AMRISH KURANI provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor Layne R Tally
● ClosedMerrill Lynch Financial Advisor Layne R Tally is a finance institution located at 100 Wilshire Boulevard, Santa Monica, California, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Layne R Tally can help create a flexible strategy tailored to your individual goals. With access to investment insights from Merrill and banking solutions from Bank of America, Layne R Tally offers personalized wealth management strategies to help you pursue your financial goals. Layne R Tally believes in participating in the communities they serve, and volunteers with organizations in the community. By using Merrill Personal Wealth Analysis™, Layne R Tally can build a personalized plan centered around your goals and aspirations. They focus on what matters most to you, whether it's transferring wealth, saving for a home, or planning for retirement.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Kenneth M Mirch
● ClosedMerrill Lynch Financial Advisor Kenneth M Mirch is a reputable finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With a focus on providing expert financial advice and guidance, Kenneth M Mirch and his team offer personalized solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Merrill Lynch Financial Advisor Kenneth M Mirch is dedicated to helping you navigate the complexities of the financial world with confidence and success.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor David E Guyette
● ClosedMerrill Lynch Financial Advisor David E Guyette, located at 100 Wilshire Boulevard in Santa Monica, California, offers personalized financial strategies tailored to help clients pursue their long-term goals. The institution focuses on understanding each client's unique needs and aspirations, working one-on-one to develop a customized plan designed to manage investment risk and grow wealth. With access to resources from Merrill and Bank of America, the team of experienced professionals at Merrill Lynch Wealth Management Advisors provides comprehensive financial solutions and personalized service to build strong client relationships based on trust. By regularly reviewing and adjusting financial approaches to reflect changes in clients' lives and the market, the institution aims to help individuals achieve their financial goals and stay on track. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives and make informed investment decisions to reach their desired outcomes.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Andrew Hur
● ClosedMerrill Lynch Financial Advisor Andrew Hur is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Andrew Hur joined Merrill Lynch Wealth Management in 2017 and has over 13 years of experience in the financial services industry. He assists High Net Worth individuals and business owners with wealth accumulation and preservation, as well as banking and lending needs through Bank of America. Andrew believes in full transparency and strong communication skills to build long-lasting relationships with his clients. He is fluent in Korean and holds various certifications including Chartered Retirement Planning Counselor™ and Certified Exit Planning Advisor. Andrew focuses on goals-based financial planning and works with clients to understand their financial goals and priorities. He believes in creating a personalized financial approach that reflects each client's unique needs and financial situation. With access to the resources of Merrill and Bank of America, Andrew helps clients manage, grow, and preserve their wealth. He believes in staying informed about changes in the financial markets and in clients' lives to help them stay on track towards their goals. Andrew's mission is to understand each client personally and design a customized plan to help them pursue their financial goals. Whether it's planning for retirement, funding education, or passing wealth to future generations, Andrew is dedicated to helping clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Andrew is committed to providing personalized investment strategies and comprehensive financial solutions to address each client's needs. He believes in the power of building strong client relationships based on trust and personalized service. Andrew Hur is registered to do business in several states and is dedicated to helping clients live their best financial life.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor Dominic Morris
● ClosedMerrill Lynch Financial Advisor Dominic Morris is a finance institution located at 608 Silver Spur Road, Rolling Hills Estates, California, United States. Specializing in wealth management, Morris helps clients create personalized strategies tailored to their financial goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Morris works with clients to develop approaches designed to address their financial needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Morris gains a deeper understanding of his clients' goals and preferences to customize financial plans accordingly. As life and goals change, Morris helps clients adjust their financial approach to reflect these changes and stay on track towards achieving what matters most to them. With a focus on building a one-on-one relationship and providing personalized investment strategies, Morris strives to help clients navigate the complexities of their financial lives and pursue their goals. As a registered financial advisor in multiple states, Morris emphasizes the importance of understanding the risks involved in investing and encourages clients to consult with legal and tax advisors before making financial decisions. By offering a range of services including brokerage, investment advisory, and financial planning, Morris aims to empower clients to live their best financial lives.
608 Silver Spur Rd, Rolling Hills Estates, CA 90274, United States -
Merrill Lynch Financial Advisor Ariana Hakami
● ClosedMerrill Lynch Financial Advisor Ariana Hakami, located at 608 Silver Spur Road, Rolling Hills Estates, California, is dedicated to managing your wealth by creating personalized strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Ariana Hakami prioritizes understanding your priorities and aspirations to help you pursue financial success. By participating in the community and volunteering with local organizations, she demonstrates a commitment to serving clients beyond financial advice. Through personalized wealth management strategies and the Merrill Personal Wealth Analysis™, she aims to build a plan centered on your goals and evolving priorities. By utilizing the Investment Personality Assessment and regularly reviewing your financial approach, Ariana Hakami helps you navigate life changes and market fluctuations to stay on track towards achieving your goals. With a focus on providing comprehensive financial solutions and personalized investment strategies, Merrill Lynch Wealth Management Advisors like Ariana Hakami are dedicated to helping you address your financial needs and pursue your goals.
608 Silver Spur Rd, Rolling Hills Estates, CA 90274, United States -
Merrill Lynch Financial Advisor Michaela M Catlin
● ClosedMerrill Lynch Financial Advisor Michaela M Catlin, located at 9560 Wilshire Boulevard in Beverly Hills, California, is dedicated to helping clients manage their wealth through personalized strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michaela Catlin works to understand each client's goals and priorities, offering tailored financial approaches to help them achieve their aspirations. By focusing on building relationships and understanding each client's unique financial situation, Michaela Catlin aims to provide comprehensive financial solutions that address their needs and help them pursue their goals. With a commitment to ongoing communication and support, clients can feel confident that their financial approach will adapt to changes in their life and the market. As a Certified Financial Planner, Michaela Catlin is registered to do business in multiple states, offering expertise in wealth management and investment strategies. With a focus on personalized service and a deep understanding of each client's individual needs, Merrill Lynch Financial Advisor Michaela M Catlin provides a comprehensive approach to financial planning and wealth management.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Merrill Lynch Financial Advisor Edward Shim
● ClosedMerrill Lynch Financial Advisor Edward Shim, located at 9560 Wilshire Boulevard, Beverly Hills, California, is dedicated to helping clients manage their wealth by creating personalized strategies tailored to their individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Edward Shim offers a comprehensive approach to wealth management. By participating in the community and volunteering with local organizations, he demonstrates a commitment to serving his clients and their unique needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Edward Shim works to understand his clients' goals, priorities, and investing preferences in order to develop a customized financial plan. With a focus on building long-term relationships, he helps clients navigate life changes and market fluctuations to achieve their financial aspirations. Whether planning for retirement, saving for education, or transferring wealth to future generations, Edward Shim provides guidance and support every step of the way. By staying informed and regularly reviewing goals and progress, he ensures that clients' financial approaches remain aligned with their evolving needs. With a mission to understand and prioritize what matters most to each client, Edward Shim offers a personalized and proactive approach to wealth management, helping clients turn their goals into reality.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Merrill Lynch Financial Advisor JOY MILAN
● ClosedMerrill Lynch Financial Advisor JOY MILAN is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Specializing in finance, JOY MILAN helps clients manage their wealth by creating personalized strategies tailored to their specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to wealth management. JOY MILAN believes in building strong client relationships based on trust and personalized service, and is dedicated to helping clients pursue their financial goals through thoughtful planning and implementation. As a Certified Financial Planner, JOY MILAN is committed to providing clients with the guidance and support they need to navigate the complexities of the financial landscape. With a focus on understanding clients' priorities and aspirations, JOY MILAN works to develop customized investment approaches that can help turn goals into reality. By staying in touch with clients and regularly reviewing their financial strategies, JOY MILAN aims to help clients stay on track towards achieving their financial objectives. With a team of experienced advisors and access to a wide range of financial services, clients can rely on JOY MILAN to provide the personalized support and guidance needed to pursue their financial goals.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor Connie Lam
● ClosedMerrill Lynch Financial Advisor Connie Lam, located at 2301 Rosecrans Avenue in El Segundo, California, is a finance institution that focuses on managing your wealth and helping you pursue your financial goals through personalized wealth management strategies. Connie Lam follows the Merrill tradition of community involvement, volunteering with organizations in the area. With access to the investment insights of Merrill and banking solutions from Bank of America, Connie Lam can work with you to develop a financial approach designed to address your specific needs and goals. By getting to know you personally and understanding what matters most to you, Connie Lam can create a customized plan to help you manage, grow, and preserve your wealth while considering the impact for years to come. With a focus on potential solutions that can turn goals into reality, Connie Lam is dedicated to helping you achieve financial success and stay on track to reach your objectives. Through ongoing conversations and adjustments to your financial approach as needed, Connie Lam is committed to helping you navigate life's changes and achieve what's most important to you. Let Merrill Lynch Financial Advisor Connie Lam help you design and implement a personalized plan to pursue your financial goals and manage investment risk, ultimately helping you achieve the life you desire.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor Isabel Irvine
● ClosedMerrill Lynch Financial Advisor Isabel Irvine, located at 3010 Old Ranch Parkway in Seal Beach, California, is a finance institution dedicated to helping clients achieve their financial goals. Isabel takes a hands-on, goals-based approach to wealth management, focusing on understanding her clients' needs and obstacles. With a background in Public Administration and Business Administration, Isabel is a CERTIFIED FINANCIAL PLANNER™ and holds the Certified Plan Fiduciary Advisor designation. She works closely with clients to create personalized financial plans that reflect their unique needs and priorities. Through Merrill Personal Wealth Analysis™, Isabel helps clients build and document a plan centered on their goals. With access to investment insights from Merrill and banking solutions from Bank of America, she helps clients manage, grow, and preserve their wealth. As a dedicated advisor, Isabel is committed to helping clients stay on track to achieve their financial goals, no matter how their lives and the markets may change. With a focus on personalized investment strategies and comprehensive financial solutions, Isabel is here to guide clients on their financial journey.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Merrill Lynch Financial Advisor John Coon
● ClosedMerrill Lynch Financial Advisor John Coon is a finance institution located at 3010 Old Ranch Parkway, Seal Beach, California, United States. John Coon provides customized financial services supported by the global capabilities of Merrill Lynch Wealth Management and Bank of America, N.A. With over fifteen years of experience in the financial services industry, John Coon offers personalized attention to a limited number of clients, focusing on all aspects of their financial lives now and for future generations. John Coon integrates global resources to address the sophisticated needs of affluent clients, aiming to help them pursue their financial goals while managing investment risk. As a member of the board of directors with Pediatric Cancer Research Foundation (PCRF), John Coon is actively involved in philanthropic efforts. Through Merrill Personal Wealth Analysis™, John Coon helps clients build personalized financial plans centered on their goals and priorities, providing investment insights and strategies to help them achieve financial success. With a focus on collaboration and building lasting relationships, John Coon believes that significant wealth requires customized goals-based financial strategies tailored to each client's unique needs and aspirations. By understanding each client's goals and priorities, John Coon creates a financial approach that reflects their personality and helps them address fluctuations in the market and changes in their lives. With a commitment to personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor John Coon strives to help clients navigate the complexities of their financial lives and pursue their financial goals.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Merrill Lynch Financial Advisor Jennifer L Gershon
● ClosedMerrill 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.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Christian Najera
● ClosedMerrill 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.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Catrina Knox
● ClosedMerrill 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.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Chad C. McCoy
● ClosedMerrill 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.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Jay Hyunjoon Hwang
● ClosedMerrill Lynch Financial Advisor Jay Hyunjoon Hwang is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With years of experience in the financial services industry, Jay is dedicated to helping individuals, families, and businesses achieve their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Chartered Retirement Plans Specialist, CRPS designation. Jay's personalized approach focuses on understanding your goals and priorities, and he works with you to create a financial plan that reflects your unique needs. By staying informed and regularly reviewing your financial approach, Jay helps you stay on track to achieve what's most important to you. Whether you're planning for retirement, saving for a home, or preparing to pass your wealth to future generations, Jay is committed to helping you reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Jay can provide comprehensive financial solutions tailored to your needs. Contact Jay Hwang to start working towards your financial goals today.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Raymond Conboy
● ClosedMerrill 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.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor David G Adishian
● Closedyou. Through thoughtful conversations and careful listening, we aim to understand your goals, aspirations, and priorities. Our team at Merrill Lynch Financial Advisor David G Adishian is committed to providing exemplary client service and personalized financial planning. Located at 2301 Rosecrans Avenue, El Segundo, California, our institution offers a range of services including wealth management, investment strategies, and banking solutions from Bank of America. Our advisors, including David G Adishian, have been recognized by Forbes as "Best-in-State Wealth Advisors" for their exceptional industry knowledge and client-focused approach. We believe in building long-term relationships with our clients, helping them navigate the complexities of the financial landscape and pursue their financial goals. Let us work together to create a personalized plan that aligns with your aspirations and helps you achieve financial success. Contact us today to start the conversation about your financial future.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor Marc P Davis
● ClosedMerrill Lynch Financial Advisor Marc P Davis is a finance institution located at 3010 Old Ranch Parkway, Seal Beach, California, United States. Since 1987, Marc Davis has been helping high-net-worth individuals and business owners with all aspects of their financial needs. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. By getting to know you personally, Marc Davis can help you create a financial approach that reflects your personality and helps you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Marc Davis will work with you to develop an approach designed to address your financial needs. Whether you're planning for retirement, saving for a home, or funding a child's education, Marc Davis can help you navigate the complexities of your financial life. Get the latest investment insights, tips, and strategies to help you live your best financial life with Merrill Lynch Financial Advisor Marc P Davis.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Merrill Lynch Financial Advisor Randall R Rhodes
● ClosedMerrill 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.
333 S Hope St, Los Angeles, CA 90071, United States
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