Senior living complexes in Newport Beach, CA
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Merrill Lynch Financial Advisor Neil R Kessel
● OpenMerrill Lynch Financial Advisor Neil R Kessel is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Neil prides himself on building lasting relationships based on trust, loyalty, and delivering concierge level service. He works closely with individuals, families, business owners, and executives to create personalized wealth management strategies. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Neil helps clients reach their financial goals. Neil, a Senior Vice President and Senior Financial Advisor, has been with Merrill since 1995. He holds various FINRA registrations and is dedicated to providing a high level of service to his clients. Neil's philosophy is centered around personalized strategies tailored to each client's unique needs and goals. He believes in simplifying the complexities of investing and wealth planning to help clients achieve their financial objectives.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Christopher Leu
● OpenMerrill Lynch Financial Advisor Christopher Leu is located at 520 Newport Center Drive in Newport Beach, California. With over 35 years of experience in the financial services industry, Christopher Leu brings a wealth of knowledge to his role at Merrill Lynch. Prior to joining Merrill Lynch, he held various senior positions in banking and investment firms, including President & CEO of United Pacific Bank and President & Managing Director for Seyen Capital Markets, Inc. Christopher holds a B.S. degree in Business and a M.S. degree in Systems Management from the University of Southern California, and has completed PH.D course work in International Political Economy. He is a member of various prestigious clubs and organizations, and is actively involved in community service. As a financial advisor, Christopher Leu focuses on building personalized plans centered on his clients' goals and priorities, helping them achieve financial success and pursue their aspirations. Through the Investment Personality Assessment, he gains a deeper understanding of his clients' investing preferences and tailors financial approaches to align with their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Christopher works with his clients to develop strategies that address their financial needs and help them achieve their goals. His mission is to understand his clients' unique situations and provide thoughtful solutions that turn their financial goals into reality. By regularly reviewing and adjusting financial approaches, Christopher helps his clients stay on track to achieve what matters most to them. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Christopher Leu is dedicated to helping his clients navigate the complexities of their financial lives and pursue their goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Zahira (Zyda) Martinez
● OpenBank of America Private Client Advisor Zahira (Zyda) Martinez is a Senior Vice President and Private Client Manager located at 500 Newport Center Drive in Newport Beach, California. With over two decades of financial experience, Zyda works with high-net-worth clients such as business owners, entrepreneurs, professionals, and retirees to provide customized financial strategies including investment management, trust and estate planning, credit and lending, and private philanthropy. Zyda values building deep relationships with her clients and strives to identify opportunities to make their financial lives less challenging. She believes in the team approach at Bank of America Private Bank and uses her extensive knowledge to help clients achieve their financial goals. In her free time, Zyda is actively involved in philanthropy and enjoys traveling, yoga, cooking, and spending time with her family. Tune in for insights on Mondays and Fridays at 2:00 PM EST. Bank of America Private Bank has a rich history of helping clients manage their wealth and achieve their financial objectives. They prioritize their clients' goals and provide disciplined financial strategies to navigate the complexities of the financial landscape. While investing involves risk, the team at Bank of America Private Bank is dedicated to providing innovative solutions to meet the evolving needs of their clients. Please note that by leaving the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services offered.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Moody Nicholls & Cummings Inc
● OpenWelcome to Moody Nicholls & Cummings Inc, home to the Orange County Centers for Oral Surgery & Dental Implants, where your dental health is our top priority. Conveniently located at 1171 Puerta Del Sol, Suite D, San Clemente, California, we are a dedicated team of oral and maxillofacial specialists committed to providing exceptional care for patients of all ages. Our practice offers a comprehensive range of services, from routine tooth extractions to complex reconstructive jaw surgeries. Our approach begins with a thorough consultation, allowing us to tailor personalized treatment plans that meet your unique needs. We pride ourselves on delivering state-of-the-art care in a welcoming, family-friendly environment.
1171 Puerta Del Sol, San Clemente, California 92673, United States
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