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SEATTLE

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.

Thomas J Grava,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Sardor Saliev

Vice President

Senior Financial Advisor

Aaron J Findley,

CFP

Senior Vice President

Wealth Management Advisor

Chris T Economou,

CPFA

Senior Vice President

Senior Financial Advisor

Shannon B. Smith,

CPFA,

C(k)P,

CRPS,

CFP,

CRPC

Senior Vice President

Wealth Management Advisor

Nicholas M Lane,

CFP

Vice President

Wealth Management Advisor

Eric W Anderson,

CPFA,

CDFA,

CIMA

Senior Vice President

Wealth Management Advisor

Teresa J Savage,

CEPA,

ChFC,

CPFA,

CRPC

Senior Vice President

Wealth Management Advisor

Darren D. Gray,

CPFA,

CFP

Senior Vice President

Wealth Management Advisor

John F Chavez,

CFP

Senior Vice President

Wealth Management Advisor

Suzanne J Friedel

Vice President

Senior Financial Advisor

Jeff Christenat

Senior Vice President

Wealth Management Advisor

Robert Campbell

Senior Vice President

Senior Financial Advisor

Neil B Mohaghegh

Assistant Vice President

Senior Financial Advisor

Alexander L. Ainsley,

CEPA

Assistant Vice President

Senior Financial Advisor

Andrew D Beason,

AWMA,

CRPC

Financial Advisor

Robert F Preudhomme,

CPFA,

AWMA,

CFP

Wealth Management Advisor

Olivier P Martinez,

CPFA,

CEPA,

CLU,

CFP

Assistant Vice President

Wealth Management Advisor

Jeffrey Kirk (he/him),

CFP,

AWMA,

CRPC,

CEPA

Financial Advisor

John Fratangelo

Vice President

Senior Financial Advisor

Sam Parail,

CEPA

Vice President

Financial Advisor

Haley Lemm Davis

Assistant Vice President

Financial Advisor

Jennings R White,

CRPC

Senior Vice President

Senior Financial Advisor

Ray Au,

CPWA,

AWMA

Vice President

Wealth Management Advisor

Beau Glover,

CFP

Financial Advisor

Colin Igawa,

CFP,

ChFC

Vice President

Financial Advisor

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

Merrill Financial Solutions Advisor Info Session

401 Union Street, 22nd Floor, Seattle, WA, 98101

June 4th, 2024 | 5:00PM-6:00PM PST

You’re invited!

Merrill Financial Solutions Advisor Info Session

 

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide.  You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. 
 

As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey.  Join us for an informational session to learn more.

You’re invited!

Merrill Financial Solutions Advisor Info Session

 

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide.  You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. 
 

As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America’s financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients’ financial journey.  Join us for an informational session to learn more.

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Careers

No matter what your current career may be, if you have the mindset and motivation to be a Merrill Lynch Wealth Management Advisor, you should consider the opportunity! Let us help you tap into your motivation, ambition and previous successful accomplishments to what could grow into a rewarding career.

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