Tyler Slavin
,

Vice President, Wealth Management Advisor
NMLS #1215199

1000 Aviara Parkway
Carlsbad, CA 92011
760.930.3124
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

I focus on building strong client relationships that foster collaborative and meaningful planning. I leverage my education and experience to help clients make the most of their hard-earned wealth -- allowing them have a more clear understanding of their financial future.

My areas of focus:
Retirement income planning for retirees and pre-retirees
Wealth building strategies for goal-oriented families and individuals
Custom Portfolio Construction and Management
Company retirement plans, i.e.: 401k, profit sharing, and defined benefit

My techniques for helping clients maximize wealth:
Goals-based planning
Tax-minimization strategies
Portfolio risk management
Disciplined portfolio asset allocation and security selection

Servicing clients:
My client service model emphasizes communication, goal tracking, portfolio management and advice. My support team and I are committed to delivering a personalized experience, where clients find us attentive, reliable, and adding measurable value to their personal financial situations at a reasonable cost.

My wife Kayleigh and I live in Rancho Peñasquitos with our two kids Owen and Harper. In my personal time I enjoy writing music, running Torrey Pines, mounting biking and spending time with family.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

My 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. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Thomasina Beagle Sanchez
Registered Wealth Management Client Associate
760.930.3122
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.
Kimberly P Auerbach
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637449
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.
Tyler Slavin is registered to do business in AR, CA, DC, HI, IL, IN, NC, NJ, NM, NV, NY, OR, SC, TX, VA, WA.