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PASADENA, CA

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, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

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Branch Office Profile

About Us

Our branch’s wealth management process begins as our advisors get to know clients “beneath the surface.” Our teams take the time to learn client priorities, goals for retirement lifestyles, financial education for children and grandchildren, complex business issues, cash management and their need for credit strategies. Once we fully understand clients’ wants, needs and goals, we employ the broad investing resources of Merrill and offer access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing their financial challenges.

Client Commitment

Our branch’s mission is to address the needs of our clients while striving to exceed their expectations at all times. As our branch manager is fond of saying, “Good service doesn’t just happen, it’s up to us to make it happen.” The advisor teams within the branch understand how clients want to be treated and they strive to create an atmosphere that invites questions and makes each meeting satisfying for the client. We are committed to exceptional client service with each contact.

Community 

Through our volunteerism and charitable outreach, our 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.

 

Culture

Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping 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 potential financial solutions designed to help meet their long-term
objectives.

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.

Lawrence P DeSantis,

CFP

Senior Vice President

Senior Financial Advisor

Amy Fang,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Diane Wang,

CPFA

Financial Advisor

Raymond Oloteo,

CRPC

Senior Vice President

Senior Financial Advisor

Scott Uffelman,

CFP

Senior Vice President

Senior Financial Advisor

Alisa J Chanpong,

CRPC

Senior Vice President

Wealth Management Advisor

Diane Grohulski,

CRPC

Vice President

Wealth Management Advisor

Sandra M Martin-Stelmasek

Senior Vice President

Wealth Management Advisor

Stanford D Baer

Vice President

Senior Financial Advisor

Lorenzo P Detoma

Senior Vice President

Wealth Management Advisor

Wen Lee

First Vice President

Senior Financial Advisor

Alvin M Gills,

CRPC

First Vice President

Wealth Management Advisor

Antwan S. Daniels,

CPFA

Vice President

Financial Advisor

Ken Park,

CFP,

ChFC

Senior Vice President

Wealth Management Advisor

Alvin Lam

Assistant Vice President

Financial Advisor

Norman S. Labrador,

CFP

Senior Vice President

Wealth Management Advisor

James Standish,

CFP,

CRPC

Senior Financial Advisor

Neal S Jenkins,

CRPC

Senior Vice President

Wealth Management Advisor

Christina Chanpong Stieg,

CPFA,

CRPC

Senior Financial Advisor

Marlynn Ma,

C(k)P,

CPFA,

CRPS,

CRPC,

CFP

Senior Vice President

Wealth Management Advisor

Rebecca Du Basba

First Vice President

Senior Financial Advisor

Heidi Leu,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Daniel S Valenzuela,

C(k)P,

CPFA,

CRPC

Vice President

Senior Financial Advisor

Salvador Rodriguez,

CRPC

Senior Vice President

Wealth Management Advisor

Jason Y Wang,

CRPC

First Vice President

Senior International Financial Advisor

Cindy Jin,

CRPC

Financial Advisor

James D Wright,

CPFA,

C(k)P,

CRPC,

CIMA

Senior Vice President

Wealth Management Advisor

Edward L Malicdem

Senior Vice President

Wealth Management Advisor

Eddie Corral,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Lu Yu,

CPFA

First Vice President

Financial Advisor

Katie Q. Pan,

CPFA,

CRPS,

CIMA,

CRPC

Senior Vice President

Wealth Management Advisor

Sean Keenan,

CRPC

Financial Advisor

Peter J Hyan III,

CRPC

Senior Vice President

Wealth Management Advisor

Raffi Kendirjian,

CFP,

ChFC,

CRPC

Senior Vice President

Senior Financial Advisor

Hratch Andreassian,

CPWA,

CIMA,

CFP

Vice President

Wealth Management Advisor

Jason Lock,

CPFA,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

Shervin Saedinia,

CRPC

Vice President

Senior Financial Advisor

Steven J Sanchez,

CRPC

Vice President

Wealth Management Advisor

Steven D. Peterson,

ChFC,

CRPC

Vice President

Senior Financial Advisor

Robert J Kay,

CRPC

Vice President

Senior Financial Advisor

Tiffany Sanders

Assistant Vice President

Financial Advisor

Garen Gevorgyan

Assistant Vice President

Financial Advisor

Office Team

Edward Malicdem| Sales Manager| Senior Vice President

Charles McFadden| MLWM Market Executive| Managing Director

Let’s Have a Conversation

We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

Events

The Anatomy of a Recovery

Virtual Webinar

July 8th, 2020 | 3:30PM- PST

The global coronavirus pandemic has unleashed historic volatility and turned the ClearBridge Investments Recession Risk Dashboard red, suggesting a recession is underway. ClearBridge has developed a Recovery Dashboard to help identify conditions that have been necessary for forming historical durable market bottoms. This dashboard comprises nine indicators that fall into three key areas, that ClearBridge views are essential for lasting economic expansion to take root in the United States.

Featuring

Bob Johanson, ClearBridge Investments
Director, Client Portfolio Manager  

Joy Prefer Cohen, Legg Mason  
Regional Director

Click the link below to register! 

The global coronavirus pandemic has unleashed historic volatility and turned the ClearBridge Investments Recession Risk Dashboard red, suggesting a recession is underway. ClearBridge has developed a Recovery Dashboard to help identify conditions that have been necessary for forming historical durable market bottoms. This dashboard comprises nine indicators that fall into three key areas, that ClearBridge views are essential for lasting economic expansion to take root in the United States.

Featuring

Bob Johanson, ClearBridge Investments
Director, Client Portfolio Manager  

Joy Prefer Cohen, Legg Mason  
Regional Director

Click the link below to register! 

RSVP OnlineCall to reserve

Careers

Are you prepared to take your career to the next level? If you’re highly entrepreneurial, enjoy talking to people about goals and objectives, and appreciate an opportunity to access the global resources of Merrill to help clients achieve their goals, consider a career 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