The Baer Group

Merrill Lynch Wealth Management
333 S Hope Street
Los Angeles, CA 90071
(213) 236.2296
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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 long-term goals.
The Baer Group
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
Richard Baer
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Meet Our Team
Richard Baer,

CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
213.236.2084
Joseph Naiman,

ChFC®, CPFA™

First Vice President, Wealth Management Advisor
213.236.2025
BORIS MOGILEVSKIY
Assistant Vice President, Wealth Management Associate
213.236.2296
Christian Heer
Registered Wealth Management Client Associate
213.236.1030
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.
Adriana Martin
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637483
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
Ryan T. Aikens
Employee Benefits Specialist
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.

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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.