Richards, McMahon, Power & Associates Team Photo

Richards, McMahon, Power & Associates

Merrill Lynch Wealth Management
9560 Wilshire Blvd
Floor 03
Beverly Hills, CA 90212
(310) 858-4688
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Richards, McMahon, Power & Associates
Merrill Lynch Wealth Management
Welcome

Entrusted with over $1.5 billion of client assets as of 10/1/23, Richards, McMahon, Power & Associates offers a broad range of financial strategies and wealth management services to affluent individuals, families, foundations and institutions. As an essential resource to their clients, the team provides extensive oversight to the complex financial affairs of managing wealth for multiple generations. The group’s comprehensive planning approach includes personalized advice based on a client’s life priorities which produces outcomes that are aligned with specific values and goals. The team also collaborates with clients other trusted advisors to deliver a simplified experience and help clients more effectively achieve their long term financial objectives.

About Us
Our Philosophy

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Meet Our Team
Perry Richards,

CIMA®

Managing Director, Wealth Management Advisor
310.858.4816
Brendan McMahon,

CEPA®,CFP®,CPFA™

Senior Vice President, Wealth Management Advisor
310.858.4676
Terance T Power,

CRPC™

Vice President, Senior Financial Advisor
310.858.4615
James S Roh,

AAMS™

Assistant Vice President, Relationship Manager
310.858.4890
Brenda J Jahelka
Officer, Wealth Management Client Associate
310.858.4843
David Lopez
Officer, Wealth Management Client Associate
310.858.4689
Maureen N Enem,

CRPC™

Officer, Registered Senior Wealth Management Client Associate
310.858.4843
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Victor Brotac
Wealth Management Banking Specialist
Jason Angel
Wealth Management Lending Officer
NMLS #459929
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.