Hollman, McSweeny, Albert & Byrnes Group

Merrill Lynch Wealth Management

1000 Aviara Parkway
Suite 200
Carlsbad, CA 92011
(760) 930-3108
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High energy. Deep experience. And a distinct set of skills. Three ways we deliver uncommon value to generations of families that need a realistic roadmap for putting their wealth to work and goals within reach.
Hollman, McSweeny, Albert & Byrnes Group
Merrill Lynch Wealth Management
Welcome

At The Hollman, McSweeny, Albert & Byrnes Group, we bring decades of knowledge and know-how to an impressive clientele that, quite often, comes to us requiring a seasoned approach to managing and optimizing their wealth.

Our highly-credentialed, multi-generational team continues to attract an ambitious and growing number of high-net-worth families – up to three, four and five generations in California and more than 15 other states. They include successful women and men who’ve built and sold their enterprises, current owners of small and mid-sized businesses, physicians and executives in the media and defense industries (many with concentrated stock positions).

While distinct in their talents and visions, a typical client requires a cohesive financial strategy that connects the dots in their lives with those in their financial picture. On their behalf, we construct fully customized strategies that most often span retirement, investment and legacy planning, as well as liability management.

Still, our primary focus is inter-generational wealth planning – helping clients preserve wealth for themselves and the people they love. Whenever possible, we meet with both spouses and entire families to appreciate and address their objectives. Additionally, our ages allow us to work easily with generations of families – a key advantage when talking with children and grandchildren about the responsibilities of inheriting and managing wealth.

As clients look forward to rewarding retirement lifestyles, we help them prepare for decisions they anticipate and those they don’t. Specifically, we advise on issues surrounding Social Security, long-term care, charitable trusts, tax-advantaged income strategies and the future costs of health care.

Whether a client’s finances demand a sophisticated approach or one that is straightforward, we customize their portfolio with holdings that span asset classes and sectors. In addition to stocks and bonds, we may introduce alternative investments including private equity and real estate. This allows clients to benefit from non-correlated assets that we deem attractive, affordable and likely to reduce volatility. For clients who want their values reflected in their portfolios, we also offer socially responsible and sustainable investing strategies.

To align our tax minimization and estate planning strategies with those of clients’ attorneys and CPAs, we can coordinate and communicate, so that optimal results can be achieved. We also work extensively with Bank of America, N.A. to provide clients with access to residential lending and refinancing, education and securities-based lending.

Ultimately, we believe that clients deserve the full acumen and attention of an established and stable wealth management team – one like ours that is fully committed to optimizing the quality of their lifestyles and legacies. We hope you allow us to serve you.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved. *Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Recognition
Sean Mcsweeny
Senior Vice President, Senior Resident Director
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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
Linda Hollman
First Vice President, Senior Consultant
760.930.3128
Sean Mcsweeny,

CRPC™

Senior Vice President, Senior Resident Director
760.930.3112
Dana Albert
Vice President, Senior Financial Advisor
760.930.3138
Kathleen Byrnes,

CFA, CFP®

Assistant Vice President, Financial Advisor
760.930.3108
Suzy Ball
Officer, Wealth Management Client Associate
760.930.3177
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.
Andrew Broughton
Wealth Management Banking Specialist
Merrill
Kimberly P Auerbach
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637449
David Rubalcava
Wealth Strategies Advisor
Bank of America, N.A.
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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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.