The Cecil Group
Merrill Lynch Wealth Management
100 Spectrum Center Dr
Irvine CA 92618
(949) 859.2958
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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 and your family’s long-term goals.
The Cecil Group
Recognition
William Cecil
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
Show more recognition
The Cecil Group
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
Click here to learn more about advisor recognitions
About Us
Welcome

Among the reasons our team chose to become financial advisors is because of our passion for helping to educate our clients about investing. As Merrill Lynch Wealth Management Advisors, The Cecil Group strives to educate our clients on how best to approach their current financial situation and how to plan for their financial future. Your lifetime of work is best addressed with an experienced team that walks hand in hand with you during your lifetime of financial needs.

Meet Our Team
William Cecil
Senior Vice President, Senior Financial Advisor
949.859.2940
Patrick Cecil,

CFP®, CEPA®, CPFA®

Vice President, Wealth Management Advisor
949.859.2958
Russell Cecil,

APMA™, CRPC™

Vice President, Senior Financial Advisor
949.598.5428
Angela M Ross
Assistant Vice President, Wealth Management Associate
949.859.2930
Jeff Jen
Vice President, Senior Financial Advisor
949.721.6189
Joshua Lee
Financial Advisor
714.257.4430
Sean Balkhi,

CPWA®, CRPC™

Senior Vice President, Wealth Management Advisor
949.456.8095
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.
Mason Parver
Wealth Management Banking Specialist
Merrill
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
Daniel Orozco
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1200302
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.