THD Wealth Management Group

Merrill Lynch Wealth Management

7825 Fay Avenue
Suite 300
La Jolla, CA 92037
(858) 456-3665
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
THD Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Nathan Treadwell
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2020-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Meet Our Team
Nathan Treadwell,

CIMA®

Senior Vice President, Wealth Management Advisor
858.456.3601
Christopher Hokokian,

CPFA™

Senior Vice President, Senior Financial Advisor
858.456.3665
Nicholas DeRuyck
Assistant Vice President, Senior Financial Advisor
858.456.3636
Sandra Jean Bazan,

CRPC™

Assistant Vice President, Wealth Management Associate
858.456.3617
Alexandra Lardizabal
Registered Wealth Management Client Associate
858.200.6298
Margarita Katz
Wealth Management Client Associate
858.456.3637
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.