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PASADENA, CA

Merrill Lynch 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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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, including risk tolerance, objectives, time horizon and liquidity needs, goals for retirement lifestyles, 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 Lynch 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.

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.

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.

We provide 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 is necessary to permit frank discussions on a wide range of individual, multi- generational and business needs. Let’s discuss how our branch and the wide array of services we offer may benefit you.

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.

Lawrence P DeSantis

First Vice President

Senior Financial Advisor

CFP

Amy Fang

First Vice President

Wealth Management Advisor

CRPC

Laura Chao

Vice President

Financial Advisor

Christopher D Dyrek

Senior Vice President

Wealth Management Advisor

CIMA, CPWA, CRPC

Raymond Oloteo

First Vice President

Senior Financial Advisor

CRPC

Scott Uffelman

Senior Vice President

Senior Financial Advisor

CFP

Alisa J Chanpong

Senior Vice President

Wealth Management Advisor

CRPC

Diane Grohulski

Vice President

Wealth Management Advisor

CRPC

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

Vice President

Wealth Management Advisor

CRPC

Ken Park

Senior Vice President

Wealth Management Advisor

CFP, CHFC

C Eric Callow

Vice President

Wealth Management Advisor

Norman S. Labrador

Senior Vice President

Wealth Management Advisor

CFP

James Standish

Senior Financial Advisor

CFP

Neal S Jenkins

Senior Vice President

Wealth Management Advisor

CRPC

Marlynn Ma

Senior Vice President

Wealth Management Advisor

CFP, CRPC, CRPS

Rebecca Du Basba

First Vice President

Senior Financial Advisor

Heidi Leu

Senior Vice President

Wealth Management Advisor

CFP

Salvador Rodriguez

Senior Vice President

Wealth Management Advisor

CRPC

Jason Y Wang

First Vice President

Senior Intl Financial Advisor

CRPC

Joseph A Azpeitia

Assistant Vice President

Financial Advisor

Mike Alves

Vice President

Wealth Management Advisor

CFP, CLU, CRPC

James D Wright

Senior Vice President

Wealth Management Advisor

CIMA, CRPC, CKP

Office Team

Anthony Diblasi| MLWM Market Executive| Managing Director

Our Pasadena Branch office’s financial advisors have one primary goal: to help affluent, high-net-worth and ultra- high-net-worth households and business owners pursue their financial goals. Pursuing those goals can require a sizeable team of financial professionals, led by an experienced Market Executive who is also responsible for enlisting experienced advisors and career-changing recruits. The Market Executive in your Branch helps to support advisor efforts through innovative planning, active leadership, and exceptional service.

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

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 Lynch to help clients achieve their goals, consider a career 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