The Gonzales Group

Merrill Lynch Wealth Management
700 Main St
Napa, CA 94559
(707) 254-4606
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Accessible, knowledgeable and experienced, we are committed to understanding your values and the goals you want to accomplish.  Our goal is to be your primary source for financial advice and guidance.  We’re passionate about what we do and we bring that passion to everything we do for you.
The Gonzales 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, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Eric Gonzales
Senior Vice President, Senior Resident Director
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
Eric F Gonzales
Senior Vice President, Senior Resident Director
707.254.4606
Stephen Marius Schug,

CPFA™,CRPS™

Financial Advisor
707.254.4646
Pauline Casenas
Officer, Wealth Management Client Associate
707.254.4683
Suzanne Diaz Perez
Wealth Management Client Associate
707.254.4621
Elizabeth Francis
Wealth Management Client Associate
707.254.4680
Patrisia Ruiz Contreras-Vigil
Registered Wealth Management Client Associate
707.254.4688
Francis Abella,

CPWA®

Vice President, Senior Wealth Planner
707.254.4655
Renee McLeod
Senior Financial Advisor
707.254.4682
Pina Carino,

CFP®,CRPC™

First Vice President, Wealth Management Advisor
707.254.4679
Oscar Robles,

CPFA™

Assistant Vice President, Senior Financial Advisor
707.254.4675
Fernando J Carrillo,

CPFA™

Senior Financial Advisor
707.575.6308
John Negrete,

CIMA®,CPFA™

Vice President, Wealth Management Advisor
707.254.4603
Kirk W Mulligan,

CKP®,CPFA™,CRPS™

Senior Financial Advisor
707.254.4630
Wyatt Knippen,

CPFA™

Financial Advisor
707.254.4654
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.
Danielle N Jenne
Wealth Management Lending Officer
NMLS #855791
David Rubalcava
Wealth Strategies Advisor
Michael Dehl
Wealth Management Banking Specialist
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 Plans Specialist™, CRPS™, and the CRPS™ 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.
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.
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 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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.