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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 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

About Us

The branch’s wealth planning process begins as the team’s advisors get to know you. The branch's teams take the time to learn your priorities, goals for retirement lifestyles, financial funding for children’s and grandchildren’s education, complex business issues, cash management and the need for credit strategies. Once we fully understand clients’ wants, needs and goals, we can employ the broad investing resources of Merrill and also offer you access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing many financial challenges.

Client Commitment

We recognize that each client is unique, and we shape our sophisticated wealth management strategies to reflect those differences. Many of our clients are still actively pursuing and accumulating wealth, and we work closely with them to develop a goals-based wealth management approach that can help define their long-term financial needs, lifestyle desires, wealth transfer and legacy objectives and, through access to Bank of America, their philanthropic interests. We understand that clients need to balance and prioritize multiple goals, and we believe we are well-positioned to help them do so.

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.

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.

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

Wealth Management Advisor

Amy Fang,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Diane Wang,

CPFA

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

First Vice President

Wealth Management Advisor

Stanford D Baer

Senior Vice President

Wealth Management Advisor

Lorenzo P Detoma

Senior Vice President

Wealth Management Advisor

Wen Lee

Senior Vice President

Senior Financial Advisor

Alvin M Gills,

CRPC

Senior Vice President

Wealth Management Advisor

Antwan S. Daniels,

SE-AWMA,

ChFC,

CPFA

First Vice President

Wealth Management Advisor

Ken Park,

CFP,

ChFC

Senior Vice President

Wealth Management Advisor

Alvin Lam

Vice President

Senior Financial Advisor

Norman S. Labrador,

CFP

Senior Vice President

Wealth Management Advisor

James Standish,

SE-AWMA,

CFP,

CRPC

Senior Financial Advisor

Neal S Jenkins,

CRPC

Senior Vice President

Wealth Management Advisor

Christina Chanpong Stieg,

CPFA,

CRPC

Vice President

Senior Financial Advisor

Rebecca Du Basba

Senior Vice President

Senior Financial Advisor

Heidi Leu,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Daniel S Valenzuela,

C(k)P,

CPFA,

CRPC

First Vice President

Senior Financial Advisor

Salvador Rodriguez,

CRPC

Senior Vice President

Wealth Management Advisor

Jason Y Wang,

CRPC

First Vice President

Senior Financial Advisor

Joseph Azpeitia

Assistant Vice President

Senior Financial Advisor

Cindy Jin,

CFP,

CRPC

First Vice President

Wealth Management Advisor

James D Wright,

CPFA,

C(k)P,

CRPC,

CIMA

Senior Vice President

Wealth Management Advisor

Edward L Malicdem

Senior Vice President

Senior Resident Director - Wealth Management Advisor

Eddie Corral,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

Sean Keenan,

CRPC

Senior Financial Advisor

Alex J Baer,

CFP

Senior Financial Advisor

Joshua Leu,

CIMA,

CPFA,

CFP,

CRPC

First Vice President

Wealth Management Advisor

Peter J Hyan III,

CRPC

Senior Vice President

Wealth Management Advisor

Raffi Kendirjian,

CFP,

ChFC,

CRPC

Senior Vice President

Wealth Management Advisor

Hratch Andreassian,

CPWA,

CIMA,

CFP

Senior 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

Chris W. Chen,

CPWA,

CFP,

CFA

Vice President

Wealth Management Advisor

Charles J Sailor II,

CRPC

Senior Financial Advisor

Jeannette Yun Hao,

CPFA,

CSRIC,

CRPC

Vice President

Financial Advisor

Tamar Zeytounian Barnaba

Vice President

Financial Advisor

Jose Morales

Vice President

Financial Advisor

Ivy Fai Chan Wang

Assistant Vice President

Financial Advisor

Aimee Marie Daniels,

ADPA,

CRPC

First Vice President

Senior Financial Advisor

Christine Ku

Vice President

Financial Advisor

Jenny Yoon,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

Prentice Parr Jr.,

CPFA,

ChFC

Vice President

Financial Advisor

Petik Petrosyan,

CFP

Assistant Vice President

Financial Advisor

Katrina Ren,

CRPC

Financial Advisor

Ashley Chen,

CRPC

Assistant Vice President

Financial Advisor

Anna Yi

Senior Financial Advisor

Emmanuel Gonzalez-ruiz

Assistant Vice President

Senior Financial Advisor

Jason M Goehring,

CFP

Wealth Management Advisor

Katie Q. Pan,

CPFA,

CRPS,

CIMA,

CRPC

Senior Vice President

Wealth Management Advisor

Office Team

Marcel TenBerge| MLWM Market Executive| Managing Director

Edward Malicdem| Resident Director - Wealth Management Advisor| Senior Vice President

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.

Careers 2

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