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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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Branch Office Profile

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 MCNW Group

Wealth Management

Thomas J Grava,

CPFA,

CRPC

Senior Vice President

Senior Financial Advisor

Sardor Saliev

Assistant 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

Nathan Skow,

CPFA,

CIMA,

CRPC

Senior Vice President

Wealth Management Advisor

Nicholas M Lane

Vice President

Senior Financial Advisor

J. Scot French

Vice President

Senior Financial Advisor

Eric W Anderson,

CPFA,

CDFA,

CIMA

Senior Vice President

Wealth Management Advisor

Teresa J Savage,

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

Loren Sanchez,

CFP

Wealth Management Advisor

Andrew D Beason,

AWMA,

CRPC

Financial Advisor

Robert F Preudhomme,

AWMA,

CFP

Financial Advisor

Olivier P Martinez,

CLU,

CFP

Assistant Vice President

Financial Advisor

Jeffrey Kirk (he/him),

CRPC,

CEPA

Financial Advisor

John Fratangelo

Vice President

Senior Financial Advisor

Sam Parail

Vice President

Financial Advisor

Jennings R White,

CRPC

Senior Vice President

Senior Financial Advisor

Ray Au

Vice President

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

Virtual Client Event: Market Perspectives from our Chief Investment Office

June 28th, 2022 | 2:30PM-3:30PM PST

Please join us for a webinar to discuss current market perspectives, featuring David Koh, Managing Director and Senior Investment Strategist for the Merrill Chief Investment Office (CIO). We will discuss:

- Current Market Conditions;
- Equity and Fixed Income Market Outlook;
- Impacts of Inflation and Interest Rates;
- Key Investment Considerations.

Details:
Tuesday June 28, 2022
2:30 p.m. - 3:30 p.m. Pacific
To join, please register via the WebEx link below. 


Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Please join us for a webinar to discuss current market perspectives, featuring David Koh, Managing Director and Senior Investment Strategist for the Merrill Chief Investment Office (CIO). We will discuss:

- Current Market Conditions;
- Equity and Fixed Income Market Outlook;
- Impacts of Inflation and Interest Rates;
- Key Investment Considerations.

Details:
Tuesday June 28, 2022
2:30 p.m. - 3:30 p.m. Pacific
To join, please register via the WebEx link below. 


Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

RSVP OnlineCall to reserve

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