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SANTA ROSA, CA

Merrill Lynch Wealth Management Branch Office

Welcome to the SANTA ROSA, CA branch. Our financial advisors work within a customizable, strategic planning system that begins with the belief that each client is unique, and that our disciplined wealth management strategies need to reflect each client’s individual objectives, no matter how large or small.

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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.

Nicholas Nicholson,

CPWA,

CIMA,

CFP

Managing Director

Wealth Management Advisor

Fernando J Carrillo,

CPFA

Senior Financial Advisor

Bruce B Tonascia,

CPFA,

AWMA,

CRPC,

CFP

Managing Director

Wealth Management Advisor

J Stephen Reuter

First Vice President

Resident Director - Wealth Management Advisor

James M Below,

C(k)P,

CPFA,

CRPS,

CRPC

Vice President

Wealth Management Advisor

Jeffrey A James,

CPFA,

CFP

Vice President

Wealth Management Advisor

David J Wachter,

CFP,

CIMA

Vice President

Wealth Management Advisor

Clarence Souza,

CFP

Vice President

Wealth Management Advisor

David Burritt,

ChFC,

CFP

Assistant Vice President

Financial Advisor

Let’s Have a Conversation

We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

Careers 1

Merrill Lynch Wealth Management is seeking high achievers with a history of success. If you’re in sales, law, banking, teaching, accounting, retired military, college grad or other vocation, and you have the drive, commitment and perseverance to succeed, consider a career with us 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