The Potter Team

Merrill Lynch Wealth Management
145 South State College Blvd
Suite 300/350
Brea, CA 92821
(714) 257-4436
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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.
The Potter Team
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Barrett Jackson
First Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Gary L Potter
Senior Vice President, Senior Consultant
714.257.4420
Barrett P Jackson,

CFP®,CPFA™

First Vice President, Wealth Management Advisor
714.257.4436
Alan Nakamura,

CFP®,CPFA™

Managing Director, Wealth Management Advisor
714.257.4473
Charles K Chen,

CPFA™

Senior Vice President, Senior Financial Advisor
714.257.4478
John R Dauphin,

CFP®,CPFA™

First Vice President, Wealth Management Advisor
714.257.4434
Cyndie Huang,

CRPC™

Assistant Vice President, Relationship Manager
714.257.4417
Shauna Castro,

CRPC™

Assistant Vice President, Relationship Manager
714.257.4404
Leda Clausen
Officer, Wealth Management Client Associate
714.257.4427
Jenny U Bendicion
Assistant Vice President, Wealth Management Associate
714.257.4416
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.
Sara Burns
Wealth Strategies Advisor
Shahla B Hunter
Wealth Management Banking Specialist
Rudy Armijo
Wealth Management Lending Officer
NMLS #1254939
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.