Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Benjamin Norrie
Benjamin Norrie

SEAL BEACH, CA

Merrill Lynch Wealth Management Branch Office

Here’s an opportunity you may have been waiting for: a chance to offer clients and prospects the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. You and I can collaborate on developing potential strategies designed to help clients preserve, grow and distribute wealth.

Learn more about an advisor's background onFINRA's BrokerCheck

Branch Office Profile

About Us

The branch’s wealth planning process begins as the team’s advisors get to know you. The branch's teams take the time to learn your priorities, goals for retirement lifestyles, financial funding for children’s and grandchildren’s education, complex business issues, cash management and the need for credit strategies. Once we fully understand clients’ wants, needs and goals, we can employ the broad investing resources of Merrill and also offer you access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing many financial challenges.

Culture

The branch is committed to providing transparency and openness, and we believe that’s why many clients have remained with us for long periods of time. Our branch’s advisor teams understand and respect the significance that individual investors and families place on trust, and they strive to develop a level of trust and intimacy that we believe is necessary to permit frank discussions on a wide range of individual, multi-generational and business needs. Let’s discuss how the branch and the wide array of services offered may benefit you.

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.

A. Thomas Vari

First Vice President

Senior Financial Advisor

Marc P Davis,

CIMA

First Vice President

Wealth Management Advisor

Martha Sanchez Cannady,

CPFA,

CFP

Vice President

Wealth Management Advisor

Isabel Irvine,

CPFA,

CFP

Vice President

Wealth Management Advisor

Scott D Paul,

CFP

Senior Vice President

Wealth Management Advisor

John Coon

Assistant Vice President

Financial Advisor

Benjamin Norrie,

CFP

Vice President

Resident Director

Office Team

Benjamin Norrie

Benjamin Norrie| Resident Director| Vice President

CFP, CSRIC

Let’s Have a Conversation

We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

Careers 5

Merrill is seeking high-achieving financial advisors with records of success. If you have the drive, commitment and perseverance to succeed, we want you to consider joining forces with us…because it’s our goal, as well as yours, to get you to the next level faster.

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