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SAN FRANCISCO, CA -SC

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 advisors at the 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 planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America’s estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

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.

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.

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the investing insights of Merrill, a disciplined wealth planning 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.

Travis M Daugherty

Senior Vice President

Senior Financial Advisor

Laura J Pilz,

CFP

Senior Vice President

Wealth Management Advisor

David B. Stickney,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

Jing Wang,

CPFA,

CFA

Senior Vice President

Wealth Management Advisor

Lori Stasukelis

Vice President

Senior Financial Advisor

Mani Bajwa

Vice President

Senior Financial Advisor

Gregory S Murphy,

CPWA,

CFP

Senior Vice President

Wealth Management Advisor

David Finci

First Vice President

Senior Financial Advisor

Elena G. Popova,

CPFA,

CIMA,

CFP

Senior Vice President

Wealth Management Advisor

Manuel Tumaneng,

CIMA

Senior Vice President

Wealth Management Advisor

Richard L Mazur

Senior Vice President

Senior Financial Advisor

Susanna Toy,

CFP

Senior Vice President

Wealth Management Advisor

Robert J. Fernandez,

CFP

Vice President

Wealth Management Advisor

Thomas Chang,

CRPC

Senior Vice President

Senior Financial Advisor

Hins Teoh,

CFP

Senior Vice President

Wealth Management Advisor

Jenny Yun Hunter,

CPFA,

C(k)P,

CRPS

First Vice President

Senior Financial Advisor

Rory E Springfield,

CFA

Senior Vice President

Wealth Management Advisor

Kevin J Fernandez,

CIMA,

APMA

First Vice President

Wealth Management Advisor

Daniel M Cutter,

CRPC

Senior Vice President

Senior Financial Advisor

Steven A Rocha

Senior Vice President

Senior Financial Advisor

Mason P. McCloskey,

CFP

Wealth Management Advisor

Robert B Murtagh,

CRPC

Senior Vice President

Wealth Management Advisor

Adam Cline

First Vice President

Senior Financial Advisor

Noreen S Chiu

Vice President

Senior Financial Advisor

Hanson Wong,

CFP

Assistant Vice President

Financial Advisor

Patrick B Benson

Vice President

Senior Financial Advisor

Howard S Klein,

CFP

First Vice President

Wealth Management Advisor

Claudia Denton,

CIMA

Senior Vice President

Wealth Management Advisor

Alan Wong,

CFA

First Vice President

Wealth Management Advisor

Katie Henry,

CFP

Senior Vice President

Wealth Management Advisor

Thomas F Kendrick

Senior Vice President

Senior Financial Advisor

Christopher Sinclair,

CPFA,

CRPC

Managing Director

Senior Financial Advisor

Charles R Lewis

Vice President

Wealth Management Advisor

Christine Koh-Wong,

CFP

First Vice President

International Wealth Advisor

Richard Velez

Vice President

Senior Financial Advisor

Adrienne Fazio,

CPFA,

CFP

Vice President

Wealth Management Advisor

Jeremy R Yuster

Managing Director

Senior Financial Advisor

Robert East

Managing Director

MLWM Senior Market Executive

David M. Salazar

Vice President

Senior Financial Advisor

Douglas N. Howe

Senior Vice President

Senior Financial Advisor

Rajiv Dadlani

Senior Vice President

Senior Financial Advisor

David M. Lipinski

Vice President

Senior Financial Advisor

Sharam Pavri,

CTFA

Vice President

Financial Advisor

Corey Pang,

CRPC

Financial Advisor

Peter D. Yoon,

CIMA,

CFP,

CRPC

Vice President

Resident Director - Wealth Management Advisor

Office Team

Robert East| MLWM Market Executive| Managing Director

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Events

Brainworks: A Virtual Workshop on Simple Solutions for Staying Sharp

June 5th, 2024 | 4:00PM-4:45PM PDT

While cognitive decline may be an inevitable part of the aging process, studies show that we can prevent or at least postpone its development through intervention. Join us for an engaging virtual discussion on:

- Brain Health
- Cognitive fitness
- Brain booster training regimen

While cognitive decline may be an inevitable part of the aging process, studies show that we can prevent or at least postpone its development through intervention. Join us for an engaging virtual discussion on:

- Brain Health
- Cognitive fitness
- Brain booster training regimen

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Careers 4

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.

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