Navigating falling rates, rising markets and mixed signals
What to consider for your long-term investment approach
We can help you grow and preserve your wealth, we strive to do more by helping you organize your financial life. We are committed to helping you address long-and short-term goals and can be a calming presence during career, business and life transitions.
The SM Group
Merrill Lynch Wealth Management
100 Spectrum Center Drive
Suite 1100
Irvine CA 92618
(949) 859.2987
(949) 859.2987
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We can help you grow and preserve your wealth, we strive to do more by helping you organize your financial life. We are committed to helping you address long-and short-term goals and can be a calming presence during career, business and life transitions.
Meet Our Team
Margarita F Munoz
Officer, Registered Senior Wealth Management Client Associate
949.598.5448
949.598.5448
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Nitasha K Kriplani
Wealth Management Banking Specialist
Merrill
Sara Burns
Wealth Strategies Advisor
Merrill
Insights
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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