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MILL VALLEY, CA

Merrill Lynch Wealth Management Branch Office

The MILL VALLEY, CA branch welcomes the opportunity to show you how we strive to make a significant difference in people’s lives through wealth planning strategies that include retirement income planning and access to philanthropic services through Bank of America.

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Branch Office Profile

About Us

The branch has 47 financial advisors, sharing ideas and resources in order to offer you financial approaches that come from years of combined wealth planning knowledge and experience—based on “know-how” and “know-you.” As the size and diversity of clients’ wealth increases, and as their situations change, the branch advisors work closely with them to help them pursue their long-term financial goals. We have worked in this industry through many market cycles, helping clients pursue their desired financial goals, and we draw on this experience to offer support.

Culture

The branch’s financial advisors are committed to client service and satisfaction. Every relationship begins by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with the ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can collaborate with them on creating financial strategies designed to meet their long-term objectives.

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.

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning 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.

William A Glenn

First Vice President

Senior Financial Advisor

Nina J Gabriel,

CFP

Senior Vice President

Wealth Management Advisor

Thomas N Rickey,

CPFA,

CFP

First Vice President

Wealth Management Advisor

Betsy Groh,

CFP

Senior Vice President

Wealth Management Advisor

Reno Petrini,

CAP,

CFP

First Vice President

Wealth Management Advisor

John Riley,

CFP

First Vice President

Wealth Management Advisor

Riley Gabriel-Lee

Assistant Vice President

Financial Advisor

Boriss Bikosvili,

CRPC

Vice President

Financial Advisor

Leonard P Tallerico,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Kent Matson,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

Peter Nolan

Vice President

Senior Financial Advisor

Michael H Reid,

CPFA,

CFA,

ChFC,

CFP

Senior Vice President

Wealth Management Advisor

Charles Terrazas

Senior Vice President

Senior Financial Advisor

Sean Reilly

Managing Director

Senior 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.

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