The Crow Babb Hulley Group

Merrill Lynch Wealth Management
145 South State College Blvd
Suite 300/350
Brea, CA 92821
(714) 257.4441
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Understanding your life priorities is an important part of how we work with the clients we serve. It’s not just about markets and returns, it’s about what matters most to you.
The Crow Babb Hulley Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you’d like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.

Recognition
Colin Babb
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2022
(Published on August 3, 2022. Rankings based on data as of March 31, 2022.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
The Crow Babb Hulley Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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
Timothy Crow,

CFP®, CIMA®

Senior Vice President, Wealth Management Advisor
817.759.8330
Colin Babb,

CFP®, CIMA®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
714.257.4441
Michael Hulley
Senior Vice President, Senior Resident Director
714.257.4449
Leon Laub,

CFP®, CIMA®

Vice President, Senior Consultant
714.257.4403
Deana Pepper,

CRPC™

Officer, Registered Senior Wealth Management Client Associate
817.759.8329
Hannah Etherson
Wealth Management Client Associate - Resident Director Assistant
714.257.4446
Richard M Sanders
Senior Vice President, Senior Investment Manager
714.257.4450
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.
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.
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.
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.