The Kopjak Group
Merrill Private Wealth Management
520 Newport Center Dr
Newport Beach CA 92660
(949) 721.6147
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Mission Statement
Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Andrew Kopjak
Managing Director, Private Wealth Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2017
(Published on July 25, 2017. Rankings based on data as of March 31, 2017.)
Forbes "Top Next-Generation Wealth Advisors", 2017-2019
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Andrew Kopjak,

CPWA®, CRPC™

Managing Director, Private Wealth Advisor
949.721.6147
Justin J Nahoul
Justin J Nahoul
Director, Wealth Management Specialist - Non-Registered
949.721.7294
Sydney E Steele,

CRPC™

Assistant Vice President, Private Wealth Planner
949.721.6149
Taylor John Low,

CRPC™

Assistant Vice President, Private Wealth Associate
949.721.6148
Jennifer Pill
Private Wealth Client Associate
949.721.7295
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private 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
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
About Private Wealth

Looking at your wealth from every angle

Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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.
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.