Diane Valenzuela

I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

 

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).*

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published on April 21, 2020. Rankings based on data as of Sept 30, 2019.

Data provided by SHOOK^™ Research, LLC. The Forbes “America’s Top Women Wealth Advisors” ranking was developed by SHOOK
Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of
a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative
criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because
client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions
of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and
recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will
experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither
Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media
LLC. All rights reserved.
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.