Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
SAN FRANCISCO, CA -SC
Merrill Lynch Wealth Management Branch Office555 California Street
Floor 9
San Francisco, CA 94104- Hours of Operation: Mon - Fri: 7:00 AM - 3:00 PMSee More Hours
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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.
Branch Office Profile
- About Us
- Culture
- Community
- Client Commitment
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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 branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
objectives.
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.
The Friel Group
Wealth Management
Chang Hunter and Associates
Wealth Management
STORCH MATTINGLY GROUP
Wealth Management Group
The SGC Advisory Group
Wealth Management Group
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Anna Karpova
Financial Advisor
Christopher Castro
Financial Advisor
Jack Fausone
Financial Advisor
Evan Bernardy
Financial Advisor
Sharam Pavri
Financial Advisor
Patrick Phillips
Financial Advisor
Corey Pang
Financial Advisor
Office Team
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
Empower, Elevate, Achieve: Financial Guidebook for Women featuring Cathy Saunders
Mar 15th, 2023 | 4:00PM-4:45PM PST
• Women’s surging economic power – the numbers behind women’s increasing control over household spending, investing, and many aspects of financial decision-making.
• Preparing for your financial future – a discussion about the unique challenges and opportunities women face in their financial journey.
• Financial life stages - specific actions clients can implement today with the help of their financial advisor.
In this virtual session we'll explore:
• Women’s surging economic power – the numbers behind women’s increasing control over household spending, investing, and many aspects of financial decision-making.
• Preparing for your financial future – a discussion about the unique challenges and opportunities women face in their financial journey.
• Financial life stages - specific actions clients can implement today with the help of their financial advisor.
Virtual Market Outlook with Derek Harris
Apr 18th, 2023 | 4:00PM-5:00PM PDT
• Outlook and positioning for equities and fixed income in the current market conditions.
• The Ukraine Conflict and its effect on Energy Prices over the coming year.
During this event, Derek Harris will cover:
• Outlook and positioning for equities and fixed income in the current market conditions.
• The Ukraine Conflict and its effect on Energy Prices over the coming year.
Faces of Fraud
May 17th, 2023 | 4:00PM-4:45PM PST
During this event, Jeff will share:
• How criminals try to trick us, steal our identities and commit fraud.
• How to identify common scams and frauds that pervade our society such as tax refund fraud and home title fraud.
Please join us for a special virtual event, Faces of Fraud: How to Stay Safe from the Latest Threats, featuring former FBI Agent, Jeff Lanza.
During this event, Jeff will share:
• How criminals try to trick us, steal our identities and commit fraud.
• How to identify common scams and frauds that pervade our society such as tax refund fraud and home title fraud.
Articles
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.
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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 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.
Hours of Operation
Hours
Contact
Map
Contact
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