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PALO ALTO

Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.

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Branch Office Profile

Culture


Our Branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by having clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create financial strategies designed to meet their long-term objectives.

About Us

The advisors at the 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 planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America’s estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Community 

Through our volunteerism and charitable outreach, the branch helps support the economic, social and cultural life of the communities 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.

As a Merrill client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch Wealth Management, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life 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.

The Mok Ang Group

Wealth Management Group

Weldon L Poole,

CFP

Senior Vice President

Wealth Management Advisor

Andrew A Fotu,

CRPC

Senior Vice President

Senior Financial Advisor

Joseph M Samuels,

CRPC,

CFP

First Vice President

Wealth Management Advisor

Charles Mok,

CRPS

Senior Vice President

Senior Financial Advisor

Louis Cano,

CFP

Senior Vice President

Wealth Management Advisor

Edward J Hogan

Senior Vice President

Senior Financial Advisor

Hilary P Jones

Vice President

Senior Financial Advisor

Avanti Pakrasi,

CFP

Vice President

Wealth Management Advisor

Jolon E. C. Staubli

Senior Vice President

Senior Financial Advisor

Marian Lenz,

CPFA,

CFP,

CIMA

First Vice President

Wealth Management Advisor

Amar D Singh,

CFP

Vice President

Senior Financial Advisor

Gary Bladen,

CPFA

Vice President

Senior Financial Advisor

Michael Rinaldi,

CFP

Senior Financial Advisor

Steven J Hansen,

CRPC

Senior Vice President

Wealth Management Advisor

Michael Tong

First Vice President

Financial Advisor

Gloria Rothbaum

Assistant Vice President

Financial Advisor

Brandon Martinez-Larragoiti,

CPM,

CPWA,

CIMA,

CFP

First Vice President

Wealth Management Advisor

Stephanie Hsu

Senior Financial Advisor

Leo N Meneses,

CRPC

First Vice President

Senior Financial Advisor

Curtis L Bunch,

CPFA,

CFP

First Vice President

Wealth Management Advisor

Roberto J Martinez,

CRPC

Senior Vice President

Wealth Management Advisor

Chandra Dulam,

CFA

Assistant Vice President

Wealth Management Advisor

Nick Chin,

CRPC

Vice President

Senior Financial Advisor

Anushree Davé,

CRPC

Senior Financial Advisor

Stephanie M. Wei,

CFA

Vice President

Senior Financial Advisor

Gino Lopez

Vice President

Financial Advisor

David Gilchrist,

CIMA

Vice President

Senior Financial Advisor

Chuzhe Song,

CFP

Vice President

Wealth Management Advisor

William W Yates

Senior Vice President

Senior Financial Advisor

Ashley Lu,

CDFA

Assistant Vice President

Financial Advisor

Sameera Gupta,

CFP

Vice President

Wealth Management Advisor

Sean Layton

Senior Vice President

Senior Financial Advisor

Daniel T Walsh,

CIMA

Managing Director

Wealth Management 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

Merrill Financial Solutions Advisor Info Session

Apr 17th, 2024 | 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.

 

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Careers 4

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.

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