Morgane McNally
Senior Vice President, Resident Director
200 E Franklin St
Monterey, CA 93940
831.264.9001
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

I am a Resident Director, Senior Financial Advisor and partner of the BMRB Group in Carmel, CA. Born in France and raised in Brazil, I returned to Paris where I earned an undergraduate degree in Business and Marketing followed by a postgraduate degree in International Trade Practices, Business Law and Foreign Languages. My husband Steve and I have been married 27 years and we have three children, Jared, Margot and Jason, along with our puppy Reba.

I am driven by my passion for delivering excellent service and helping clients pursue their goals. You should consider working with me and our team, who has developed the insight to navigate our clients through all types of market conditions that only decades of experience can bring. We leverage each team member’s areas of focus to provide you with a family-like office environment, where one advisor will assist you in all aspects of your financial future. We feel that you will be rewarded by our extra effort, diversity of talent, capital markets knowledge and commitment in guiding you to achieve your objectives. Our access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps address every need of our clients' financial lives.

Currently, I am serving on the Monterey Bay Market Community Leadership Board for Bank of America.

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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
Brenda Becerra
Officer, Wealth Management Client Associate - RDA
831.264.9011
Michele Rede
Wealth Management Client Associate
831.264.9267
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.
Harlon Johnson
Wealth Management Banking Specialist
Merrill
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David Rubalcava
Wealth Strategist
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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Morgane McNally is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.