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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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About Us

The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill, our financial advisors can assist with retirement 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 exceptionally high 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 face.

Community 

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 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 Lynch Wealth Management client, you have access to the knowledge and experience of industry skilled financial 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.

Branch Office Profile

Advisors at This Location

Our deeply committed financial 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

Senior Financial Advisor

Justin Green

First Vice President

Senior Financial Advisor

David Liebowitz

Senior Vice President

Senior Financial Advisor

Raoul A Guillarte,

CPWA

Senior Financial 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

Assistant Vice President

Senior Financial Advisor

Mark A Lewandowski

Vice President

Senior Financial Advisor

Caitlin K Firth

Vice President

Senior Financial Advisor

Office Team

Jenner D. Stimpfig| Resident Director| Senior Vice President

CRPC, CPFA

Jenner D. Stimpfig is the Resident Director of the Pleasanton, CA Branch, and performs a dual function as financial advisor and team leader. Jenner works closely with the Market Executive and concentrates on building the office and culture—including sourcing and hiring, staff development, and taking an active role in the community; leading the client experience standard—which includes coaching advisors and setting a client-centric tone and vision for the office; and leading risk and compliance activities— such as helping to ensure communication and coordination with the local Office Management Team.

Sarena Khatri| Client Associate

Let’s Have a Conversation

We believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Wealth Management 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.

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

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 Wealth Management