The Tabit Group

Merrill Lynch Wealth Management
9560 Wilshire Blvd
Floor 03
Beverly Hills, CA 90212
(310) 858.4621
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At the end of the day, we want to look back and be able to say that we've made good things happen for great people and great causes.
The Tabit Group
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Through a goals-based approach, it is important for us to pinpoint exactly where your wealth stands today, and listen carefully to identify where you want to be in the future. Once we have the opportunity to solidify concrete goals, our team works directly with you to design and implement a personalized plan. Our job throughout the process is to track progress, to manage investment risk, and to present appropriate solutions that can help turn your goals and dreams into reality.

About Us
Philosophy

The Tabit Group believes that it is each person's responsibility to serve others. Throughout our experienced tenure, we recognize that our efforts on behalf of the affluent individuals and the organizations that we serve, have created a powerful and lasting effect throughout our communities. For these reasons, our team The Tabit Group has built a strong reputation among high-net-worth individuals & families, foundations, endowments and other philanthropic organizations.

Meet Our Team
Justin Tabit,

CFP®, SE-AWMA™

Senior Vice President, Wealth Management Advisor
310.858.4194
Steven J Calderon,

CRPC™

Assistant Vice President, Business Manager
310.858.4621
Mindy Kim
Wealth Management Client Associate
310.858.4188
Tyler Tabit
No Officer Title, Wealth Management Specialist
310.858.4183
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.
Jennifer E Shen
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637471
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
Merrill Lynch Logo
Hakob Chokekchyan
Wealth Management Banking Specialist
Merrill
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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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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.