Nicole Quinlan-Yerkes
,
Assistant Vice President, Resident Dir - Wealth Mgmt
NMLS #1222715
28202 Cabot Rd
Suite 200
Laguna Niguel CA 92677
(949) 456.8083
Learn more about an advisor's background on
I have a deep commitment as a financial advisor to help empower and educate you with your finances. I have yet to find two clients that are exactly the same, because of this I feel it is important to take the time to understand you, your family and priorities. I create customized and detailed financial plans for each client and offer thoughtful guidance to help you make an informed financial decision and define the purpose of your wealth.
Profile

Nicole currently serves as the Resident Director of the Laguna Niguel office. She started her financial services career in 2012 and joined Merrill in October of 2020. Nicole prides herself in her ability to simplify complex ideas and develop strategies to help clients achieve their financial goals.

Nicole is a graduate of Cal State Long Beach with a Bachelor of Science in International Business. She is a CERTIFIED FINANCIAL PLANNER, CFP® professional and holds the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute (The Institute) and taught in conjunction with the Yale School of Management.

Nicole's financial advisory practice is centered around multigenerational wealth. She is passionate about educating families to help them make more informed financial decisions. She focuses on the importance of wealth planning and creating an easy to follow detailed plan for each of her clients. She helps families create organized guides with clear instructions about their wishes for their wealth and spends a significant amount of time on wealth transfer planning to help maximize efficiencies.

Nicole grew up in Southern California and currently resides in Orange with her husband Alex and their rescue dog Bo. In her free time she enjoys hiking, yoga and rescuing dogs.

 

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Andrea  Brezoi
Andrea Brezoi
Officer, Registered Wealth Management Client Associate
949.456.8116
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.
Richard Mitchell
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #680263
Sara Shamszadeh
Wealth Management Banking Specialist
Merrill
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
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.
Nicole Quinlan-Yerkes is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.