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PLEASANTON, CA

Merrill Lynch Wealth Management Branch Office

Welcome to the PLEASANTON, CA Branch. Our collaborative network allows us to draw on each other’s diverse experiences so we can offer you insights, perspectives, skills and strategies that have been designed to help you and your family lead the lives you want.

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Branch Office Profile

About Us

The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

Culture

Our entire branch staff—operations, administration, support and divisional executives—takes pride in being part of an organization that is focused on providing exceptional client service and satisfaction. Because of the commitment of our total branch, we believe we can deliver services that help you meet virtually every investment challenge you may face.

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.

 

Client Commitment

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

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.

Ian W Tang

Assistant Vice President

Senior Financial Advisor

Stanley K Cheung,

CRPC

Vice President

Senior Financial Advisor

Scott Edington

Assistant Vice President

Senior Financial Advisor

Justin Green

First Vice President

Senior Financial Advisor

David Liebowitz

Senior Vice President

Senior Financial Advisor

Raoul A Guillarte,

CPWA

Wealth Management Advisor

Douglas Robbins,

CPFA,

CFP

Vice President

Wealth Management Advisor

Peter T Torchia

Senior Vice President

Senior Financial Advisor

Jeffrey S Hanson,

CDFA

Senior Vice President

Senior Financial Advisor

Phillip S Hohn,

CPFA

Vice President

Senior Financial Advisor

Kawa R Najim,

CFP

Senior Vice President

Wealth Management Advisor

Jason Kintner,

CRPC

Vice President

Senior Financial Advisor

Mark A Lewandowski

Vice President

Senior Financial Advisor

Caitlin K Firth

Vice President

Senior Financial Advisor

Ninghui Gu

Assistant Vice President

Financial Advisor

Office Team

Jenner D. Stimpfig| Resident Director| Senior Vice President

CPFA, CRPC

Sarena Khatri| Client Associate

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself! Our relationship with our advisors has been at the heart of our business process for over a century.

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 culture is dedicated to providing professional training, mentoring and technology for new and experienced advisors.

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