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LA JOLLA, CA

Merrill Lynch Wealth Management

The branch office has one primary goal: to help high-net-worth households and business owners pursue their financial goals. We work with advisors from our teams so we can help shape the advice and guidance that reflect our combined knowledge, independent thinking and broad resources.

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Branch Office Profile

About Us

In these unsettled times, we believe it has never been more important to have a financial advisor who asks the right questions and who can help create a framework designed to help you achieve your own, your family’s, and your business’s objectives. Our branch has thirty-nine financial advisors, which gives us the opportunity to share ideas and resources and to offer clients various approaches that come from years of combined wealth management knowledge and experience. We work hard to gain clients’ trust and we take the responsibility that comes with that trust very seriously.

Culture

The branch is committed to providing transparency and openness, and we believe that’s why many clients have remained with us for long periods of time. Our branch’s advisor teams understand and respect the significance that individual investors and families place on trust, and they strive to develop a level of trust and intimacy that we believe is necessary to permit frank discussions on a wide range of individual, multi-generational and business needs. Let’s discuss how the branch and the wide array of services offered may benefit you.

Good citizenship is an integral part of how our Branch interacts with our clients and communities. We are dedicated to volunteering, participating and fundraising for organizations such as Project Concern International, Ronald McDonald House Charities, Whizzkids United, Rotary International, Kiwanis International, The YMCA, San Diego Police Foundation, Volunteers of America Southwest, La Jolla Country Day School, Solana Beach Little League and numerous others.

Client Commitment

We recognize that each client is unique, and we shape our sophisticated wealth management strategies to reflect those differences. Many of our clients are still actively pursuing and accumulating wealth, and we work closely with them to develop a goals-based wealth management approach that can help define their long-term financial needs, lifestyle desires, wealth transfer and legacy objectives and, through access to Bank of America, their philanthropic interests. We understand that clients need to balance and prioritize multiple goals, and we believe we are well-positioned to help them do so.

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.

Price Group

Wealth Management

Neal J. Walton,

CRPC,

CIMA

Senior Vice President

Wealth Management Advisor

John J Brow

Senior Vice President

Senior Financial Advisor

Brad Castillo

Vice President

Senior Financial Advisor

Christopher J. Hobbs

First Vice President

Wealth Management Advisor

Fred M Berry

Senior Vice President

Senior Financial Advisor

Steven Ford

Vice President

Senior Financial Advisor

Bryan B. Rohr,

CPFA,

CRPC,

CFP

Senior Vice President

Wealth Management Advisor

Bryan R Plank

Senior Vice President

Wealth Management Advisor

Brian P Sexton

Managing Director

Wealth Management Advisor

Christopher J Hokokian,

CPFA

Senior Vice President

Senior Financial Advisor

Jaime A. Torres,

CFP

Senior Financial Advisor

Nick DeRuyck,

CEPA

Assistant Vice President

Senior Financial Advisor

Robert J Wilcsek

Vice President

Senior Financial Advisor

Victor Ng,

CPFA,

CEPA,

AWMA,

CRPC

First Vice President

Senior Financial Advisor

Melissa K Snook,

CPFA,

CFP

Assistant Vice President

Financial Advisor

Michael R. Judge,

CFP

Vice President

Financial Advisor

John J. Duggan,

CIMA

First Vice President

Financial Advisor

Office Team

James E. Roeske| Senior Resident Director - Wealth Management Advisor| Senior Vice President

James Roeske is the Resident Director of the La Jolla Branch branch, and performs a dual function as financial advisor and team leader. James works closely with the Market Executive and concentrates on building the office and culture—including sourcing and hiring, staff development, and taking an active role in the community; leading the client experience standard—which includes coaching advisors and setting a client-centric tone and vision for the office; and leading risk and compliance management activities— such as helping to ensure communication and coordination with the local Office Management Team.

Let’s Have a Conversation

We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

Careers 1

Merrill Lynch Wealth Management is seeking high achievers with a history of success. If you’re in sales, law, banking, teaching, accounting, retired military, college grad or other vocation, and you have the drive, commitment and perseverance to succeed, consider a career with us as a financial advisor.

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.

Learn more about careers at Merrill Lynch Wealth Management