BELLEVUE, WA
Merrill Lynch Wealth Management Branch Office10400 Ne 4th St
Bellevue, WA 98004- Hours of Operation: Mon - Fri: 7:30 AM - 4:00 PMSee More Hours
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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.
Branch Office Profile
- About Us
- Enhancing Your Financial Life
- Community
- Client Commitment
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About Us
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.
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
Responsible Citizenship
Our exceptional team has deep ties to our community. We are proud that our associates embrace and exemplify the Merrill 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.
Advisors at This Location
Our deeply committed 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.
Hillary Smith
Financial Advisor
THERESA TRINIDAD
Financial Advisor
Paul Stakkestad
Financial Advisor
Ako Tofiq Mahmood
Financial Advisor
Emily Hu
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, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Events
Aug 16th, 2023 | 5:00PM-6:00PM PST
You’re invited!
Merrill Financial Solutions Advisor Info Session
If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide. You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.
As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey. Join us for an informational session to learn more.
You’re invited!
Merrill Financial Solutions Advisor Info Session
If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide. You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.
As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey. Join us for an informational session to learn more.
Articles
Careers
No matter where your career may currently be, if you have the mindset and motivation of a Merrill 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 approaches and wealth management advice, products and services.
Access to Resources
Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.
Grow & Learn
Merrill Lynch Wealth Management 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.
Hours of Operation
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