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

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About Us

About us

With a combined 40 years of serving retail and commercial banking clients, we understand the connection between personal and business finances. Our comprehensive approach to nearly all aspects of your finances can help you increase your resiliency during unpredictable financial events. Being able to offer the broad investing insights of Merrill for your investment needs, and with access to Bank of America for your banking and credit needs, we believe we can help you address virtually any financial need.

Meet Our Team

Michael Scherer,

CFP®, CPFA®

Vice President, Wealth Management Advisor

949.859.2987

Han Mao

Assistant Vice President, Senior Financial Advisor

949.598.5403

Margarita F Munoz

Officer, Registered Senior Wealth Management Client Associate

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

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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.