Negrete & Associates

700 Main St
Napa, CA 94559
(707) 254.4603
Learn more about an advisor's background on
As deeply experienced and passionate advocates for financial wellness, our team shares your priorities and wants to help you create a benefits experience that can help participants prepare for retirement and feel more prepared for their financial futures.
Negrete & Associates
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.

Supporting a strong retirement plan and helping to keep it on track The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the potential solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.

About Us
Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Meet Our Team
John Negrete,

CIMA®, CPFA™

Vice President, Wealth Management Advisor
707.254.4603
Kirk Mulligan,

CKP®, CPFA™, CRPS™

Senior Financial Advisor
707.254.4630
Wyatt Knippen,

CPFA™

Financial Advisor
707.254.4654
Stephen Schug,

CPFA™, CRPS™

Financial Advisor
707.254.4646
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.
Merrill Lynch Logo
Michael Dehl
Wealth Management Banking Specialist
Merrill
Merrill Lynch Logo
Chanda Leger
Employee Benefits Specialist
Bank of America, N.A.
Merrill Lynch Logo
Danielle N Jenne
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #855791
Expand to see all specialists
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
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.
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.