Building 2018

BELLEVUE, WA

Merrill Lynch Branch Office

We understand that life, especially the financial aspects, is dynamic and, at times, complex. Our goal is to simplify it with you. We value our client relationships and believe that by listening to and working closely with you, we can help you connect all of the pieces of your financial life and implement a seamless, disciplined wealth management strategy to help you achieve your goals.

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About Us

The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill Lynch, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

Our Accomplished and Dedicated Team

Each of our offices is staffed with experienced wealth management professionals—many of whom have played an essential role in their clients’ lives for more than two decades. We serve a broad spectrum of clients at different stages in their lives, including multiple generations of families, business owners and corporate executives, especially those in the technology industry and military personnel. A number of our advisors also work for the military or are veterans themselves, and we’re proud to be a supporter and employer of our local armed forces.



 

Enhancing Your Financial Life

Our broad range of wealth management services goes far beyond asset management and investments. Using the vast resources of Merrill Lynch and Bank of America, we can address all of your wealth management needs, saving you time by helping organize and simplify your financial life in such areas as:

  • Personal and Institutional Retirement Planning Strategies
  • Corporate Executive Compensation Services
  • Asset Management
  • Liability Management
  • Personal and Business Banking Services through Bank of America, N.A.
  • Income Protection
  • Estate Planning Strategies
  • Philanthropy, Endowments and Charitable Entities
  • Insurance and Trust Services

Responsible Citizenship

Our exceptional team has deep ties to our community. We are proud that our associates embrace and exemplify the Merrill Lynch principle of responsible citizenship through their active support of many worthwhile organizations such as Relay for Life, Marathons with Meaning, Adopt-a-Family and Medical Teams International.

Our Service Commitment

We are steadfastly committed to providing an exceptional level of customer service. Our mission is to let our clients know that we not only care for them but about them. We welcome the opportunity to apply the same high level of concern and care to you and your financial goals.

Branch Office Profile

Advisors at This Location

Our deeply committed financial advisors call upon Merrill Lynch’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Sarah LaBeau

Senior Vice President

Senior Financial Advisor

AAMS, CRPC

John R Allison

First Vice President

Senior Financial Advisor

AAMS, CRPC

Kerry Wate

Vice President

Wealth Management Advisor

CFA

Mark B Pederson

Senior Vice President

Senior Financial Advisor

Mikihisa Kobayashi

Assistant Vice President

Senior Financial Advisor

CRPC

Colby Hanover

Vice President

Senior Financial Advisor

Patricia Murphy-Radigan

Vice President

Wealth Management Advisor

CIMA

Steve Bowzer

Senior Financial Advisor

CRPC

Jennifer F Sik

Vice President

Wealth Management Advisor

CDFA, CFP

Suzan Elizabeth Elder

Assistant Vice President

Financial Advisor

Matthew P. MacMichael

Director

MLWM Market Executive

Lori A Arnevick

First Vice President

Wealth Management Advisor

CRPC

Thoeum D Thaiy

Vice President

Wealth Management Advisor

AAMS, CFP, CRPC, CRPS

Michael Imler

Senior Vice President

Wealth Management Advisor

Gary F Wheatley Jr

Senior Vice President

Wealth Management Advisor

Trong Pham

Vice President

Senior Financial Advisor

Braden C Hammer

Vice President

Financial Advisor

CRPC

ALLISON M WONG

Assistant Vice President

Financial Advisor

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Financial Advisor, you should consider the opportunity to become one yourself.

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Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment strategies and wealth management advice, products and services.

Access to Resources

Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.

Grow & Learn

Merrill Lynch has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch