Carmel/Montere

Merrill Lynch Wealth Management Office
200 E Franklin St
Monterey, CA 93940
831.264.9000
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Carmel/Montere
Merrill Lynch Wealth Management
Advisors at This Location
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The KBMD Group
Merrill Lynch Wealth Management
831.264.9169
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SBR Group
Merrill Lynch Wealth Management
831.264.9268
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SBR Group
Merrill Lynch Wealth Management
831.264.9273
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The McNally Rhoades Bishop Group
The McNally Rhoades Bishop Group
Merrill Lynch Wealth Management
831.264.9001
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Jason Griffin
Vice President, Senior Financial Advisor, Retirement Accredited Financial Advisor
831.264.9045
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Morgane McNally
Senior Vice President, Resident Director
831.264.9001
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Aida Rosas
Vice President, Financial Advisor
831.264.9465
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Wednesday, April 17th 2024| 5:00 PM PST
Merrill Financial Solutions Advisor Info Session

You're invited!

Merrill Financial Solutions Advisor Info Session

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide. You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.

As a**Merrill Financial Solutions Advisor,**you will benefit from leads and referrals from Bank of America's financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients' financial journey. Join us for an informational session to learn more.

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CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.