Diane Valenzuela
I take a comprehensive approach to wealth management that begins with understanding each client-their family, financial circumstances, and what matters most to them. From there, I develop a customized strategy designed to evolve with their changing needs and market conditions.
By providing access to Merrill's investment insights and banking capabilities of Bank of America, I help clients address the full spectrum of their financial lives. I am driven by a commitment to deliver an exceptional client experience and helping individuals and families pursue their financial goals with confidence.
Named to the Forbes "America's Top Women Wealth Advisors" list in 2020 (Published on April 21, 2020. Rankings based on data as of Sept 30, 2019).*
*2020 Forbes “America’s Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
