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MILL VALLEY, CA

Merrill Lynch Branch Office

The MILL VALLEY, CA welcomes the opportunity to demonstrate why we believe we can help make a difference in your life. Through impact investing, we can help you align your investments with the causes and issues most important to you, while helping you to stay on track to pursue your financial goals.

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About Us

Our Branch has 47 financial advisors, and we share ideas and resources and offer clients financial strategies that come from years of combined wealth management knowledge and experience—based on “know-how” and “know-you.” As the size and diversity of clients’ wealth increases, and as their situations change, our advisors work closely with them to help them pursue their long-term financial goals. Our Branch has worked in this industry, through many market cycles, helping clients pursue their financial dreams.

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.

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 Lynch 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 Lynch client, you have access to the knowledge and experience of industry skilled financial advisors who are supported by the intellectual capital of Merrill Lynch, 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.

Branch Office Profile

Advisors at This Location

Our deeply committed financial advisors call upon Merrill Lynch’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

Rodney A Williams

First Vice President

Senior Resident Director

CRPC

CARL ILG

Vice President

Senior Financial Advisor

Nina J Gabriel

First Vice President

Wealth Management Advisor

CFP

Thomas N Rickey

Vice President

Wealth Management Advisor

CFP

Helen Abe, CIMA®, CRPC®

Senior Vice President

Wealth Management Advisor

CIMA, CRPC

Christopher Corsiglia

Senior Vice President

Senior Financial Advisor

David E Bell

Senior Vice President

Wealth Management Advisor

CFP

Betsy Groh, CFP®

First Vice President

Wealth Management Advisor

CFP

Richard Harding

Vice President

Senior Financial Advisor

Paul Stenard

Vice President

Senior Financial Advisor

Margarita Perry

Senior Vice President

Senior Financial Advisor

Stuart Reilly

Senior Vice President

Senior Financial Advisor

CRPC

Scott Geller

Vice President

Senior Financial Advisor

Eric K Caindec

First Vice President

Wealth Management Advisor

CFP, CFP

Reno Petrini

Vice President

Wealth Management Advisor

CFP

Mark DeMenno

Senior Vice President

Senior Financial Advisor

John Riley

Assistant Vice President

Wealth Management Advisor

CFP

Conrad Branson

Senior Vice President

Senior Financial Advisor

Kostas Grigorakis

Senior Vice President

Wealth Management Advisor

CFA

Clifton J Kelly

Vice President

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, 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

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

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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