BELLEVUE, WA

Merrill Lynch Wealth Management 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, 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 Wealth Management and banking convenience of 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 Preservation
  • Estate Planning Strategies
  • Philanthropy, Endowments and Charitable Entities
  • Insurance and Trust Services

Community 

Through our volunteerism and charitable outreach, our Branch helps support the economic, social and cultural life of the places in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local Branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

 

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'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,

CRPC, 

AAMS

Senior Vice President

Senior Financial Advisor

John R Allison,

CRPC, 

AAMS

First Vice President

Senior Financial Advisor

Kerry Wate,

CPFA, 

CFA

First Vice President

Wealth Management Advisor

Mark B Pederson

Senior Vice President

Senior Financial Advisor

Mikihisa Kobayashi,

CRPC

Assistant Vice President

Senior Financial Advisor

Colby Hanover

Vice President

Senior Financial Advisor

Patricia Murphy Radigan,

CIMA

Vice President

Wealth Management Advisor

Steve Bowzer,

CRPC

Senior Financial Advisor

Jennifer F Sik,

CDFA, 

CFP

Vice President

Wealth Management Advisor

Suzan Elizabeth Elder,

C(k)P, 

CPFA

Assistant Vice President

Financial Advisor

Matthew P. MacMichael

Director

MLWM Market Executive

Timothy Vediz,

CFA

PMD BFA - Bus Development

Edward Lee,

CPWA

Financial Advisor

Joseph Osborne

Vice President

Financial Advisor

Lori A Arnevick,

CRPC

First Vice President

Wealth Management Advisor

Thoeum D Thaiy,

CRPS, 

CFP, 

CRPC, 

AAMS

Vice President

Wealth Management Advisor

Michael Imler

Senior Vice President

Wealth Management Advisor

Gary F Wheatley Jr

Senior Vice President

Wealth Management Advisor

Daniel Suh

Assistant Vice President

Financial Advisor

Trong Pham

Vice President

Senior Financial Advisor

Braden C Hammer,

CRPC

Vice President

Financial Advisor

Neil H. Bonn,

CPFA

Financial Advisor

Picture of Amanda Casten

Amanda Casten,

CRPC

Financial Advisor

Office Team

Matthew MacMichael, Sr.| MLWM Market Executive| Director

Tracy Evans| Market Supervision Manager| Vice President

Claire Irizarry| Market Supervision Manager| Vice President

Simmon Mariani| Client Relationship Manager| Vice President

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 Wealth Managment 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 Wealth Management