Brea

Merrill Lynch Wealth Management Office
145 South State College Blvd
Suite 300/350
Brea, CA 92821
714.257.4400
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Welcome to the Brea branch. Our financial advisors work within a customizable, strategic planning system that begins with the belief that each client is unique, and that our disciplined wealth management strategies need to reflect each client’s individual objectives, no matter how large or small.
Brea
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
714.257.4441
Paredes NCD Group
Merrill Lynch Wealth Management
714.257.4423
Merrill Lynch Wealth Management
714.257.4421
Merrill Lynch Wealth Management
714.257.4473
Merrill Lynch Wealth Management
714.257.4436
Merrill Lynch Wealth Management
866.831.3696
Merrill Lynch Wealth Management
714.257.4428
The Harnett Group
Merrill Lynch Wealth Management
714.257.4448
Merrill Lynch Wealth Management
800.201.7310
Financial Advisor
714.257.4413
Financial Advisor
714.257.4494
Financial Advisor
714.257.4471
Senior Vice President, Senior Resident Director
714.257.4449
Assistant Vice President, Senior Financial Advisor
714.257.4423
Senior Vice President, Wealth Management Advisor
714.257.4436
First Vice President, Financial Advisor
714.257.4480
Merrill Financial Solutions Advisor
714.257.4453
Senior Vice President, Senior Financial Advisor
714.257.4466
Senior Vice President, Senior Financial Advisor
714.257.4415
Financial Advisor
714.257.4486
Financial Advisor
714.257.4430
Senior Vice President, Wealth Management Advisor
714.257.4419
Financial Advisor
714.257.4458
First Vice President, Senior Financial Advisor
714.257.4418
Senior Financial Advisor
714.257.4439
Financial Advisor
714.257.4462
Senior Vice President, Wealth Management Advisor
714.257.4463
Assistant Vice President, Senior Financial Advisor
714.257.4410
Senior Vice President, Senior Financial Advisor
714.257.4425
Senior Vice President, Wealth Management Advisor
714.257.4421
Senior Vice President, Wealth Management Advisor
714.257.4481
Johnny Le Headshot Image
Merrill Financial Solutions Advisor
714.257.4426
Assistant Vice President, Financial Advisor
714.257.4476
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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.
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 Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.