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SEAL BEACH, CA

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, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

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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 branch office culture, across our teams, focuses on our clients and their families. The financial advisors also work to engage families in the financial decision-making process. They look for opportunities to educate the younger generation about how assets are utilized and invested, and they often facilitate family wealth discussions that may be difficult for clients to initiate on their own. Branch financial advisors are also involved in their communities, lending time and support to organizations such as .

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.

The HP Group

Wealth Management Group

David Bostwick

Assistant Vice President

Resident Director

Scott D Paul,

CFP

Senior Vice President

Wealth Management Advisor

James S. Morner,

CPFA, 

CRPC, 

CFP

Vice President

Wealth Management Advisor

A. Thomas Vari

First Vice President

Senior Financial Advisor

Davis D. Aldana,

CPFA, 

CFP, 

CRPS, 

CRPC

First Vice President

Wealth Management Advisor

Robert G Hendren,

CFP

Senior Vice President

Wealth Management Advisor

Marc P Davis,

CIMA

First Vice President

Wealth Management Advisor

Tommy T Nguyen,

AWMA, 

CRPC

Financial Advisor

Martha Sanchez Cannady,

CPFA, 

CFP

Vice President

Wealth Management Advisor

Isabel Irvine,

CPFA, 

CFP

Wealth Management Advisor

The HP Group

Our group is focused on helping families establish very specific financial goals towards the attainment and preservation of wealth. We provide planning based strategies that are specifically designed to address issues that may be adverse not to address. We accomplish this through a family wealth management process that is designed to address the five common goals, three common issues, with one financial strategy.

Robert G. Hendren, Jr| Wealth Management Advisor| Senior Vice President

Scott D. Paul| Wealth Management Advisor| Senior Vice President

Jennifer Moreno| Registered Client Associate

Let’s Have a Conversation

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

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill Lynch Wealth Managment 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 strategies and wealth management advice, products and services.

Access to Resources

Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.

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