The Cody Group

Merrill Lynch Wealth Management

2049 Century Park East
Floor 11
Los Angeles, CA 90067
(310) 858-4776
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For more than 50 years, we have helped families achieve their goals through personalized financial strategies and proactive service. Our approach is predicated on the belief that substantial wealth has distinctly different needs. We look to simplify financial lives by offering customized strategies for the unique and complex financial needs of our domestic and offshore clients.
The Cody Group
Merrill Lynch Wealth Management
Welcome

The Cody Group helps clients build, manage and preserve their wealth, while consistently providing the highest level of service and integrity. We focus on wealth planning for a select number of successful individuals, families, and charitable foundations. As of April 2024, we oversee $2.1 billion in client assets through strategies that include tax-efficient investing, wealth transfer planning, and concentrated equity strategies.


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Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Recognition
Patrick Cody
Senior Vice President, International Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Value Proposition

The Cody Group has been working with clients at Merrill since 1972. Our approach is predicated on the belief that substantial wealth has distinctly different needs and deserves a substantially different level of care.

We look to simplify our clients' financial lives by offering customized strategies for their unique and complex financial needs. We fully utilize Merrill's resources to educate clients on the investment world and the global economy.

With families of our own, we understand the importance of providing a secure future for your loved ones. We are committed to helping you achieve your dreams and preserve your legacy for the generations to come.

Meet Our Team
John P Cody
Senior Vice President, Investment Management Specialist
310.858.4736
Brian Cody
Senior Vice President, International Wealth Advisor
310.858.4776
Patrick Cody,

CFP®, CRPC™

Senior Vice President, International Wealth Advisor
310.858.4706
Desiree R Hoffman
Registered Senior Wealth Management Client Associate
310.858.4781
Dina Medianti Erglis
Assistant Vice President, Wealth Management Associate
310.858.4784
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.