Newport Bch,CA

Merrill Lynch Wealth Management Office
520 Newport Center Dr
Newport Beach, CA 92660
949.721.6100
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Advisors at This Location
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Merrill Lynch Wealth Management
949.721.6515
Merrill Lynch Wealth Management
949.721.6566
Merrill Lynch Wealth Management
949.721.6540
The Peters Group
Merrill Lynch Wealth Management
949.721.6185
The Jones Group
Merrill Lynch Wealth Management
949.721.6101
Merrill Lynch Wealth Management
949.721.6592
Merrill Lynch Wealth Management
949.721.6151
The Martin Group
Merrill Lynch Wealth Management
949.721.6526
Merrill Lynch Wealth Management
800.222.5770
Merrill Lynch Wealth Management
949.721.6545
Merrill Lynch Wealth Management
949.721.6170
Merrill Lynch Wealth Management
949.721.6195
Merrill Lynch Wealth Management
949.721.6114
Merrill Lynch Wealth Management
949.721.6589
The Moore Buchholz Wealth Management Group
Merrill Lynch Wealth Management
949.721.6586
ANG & ASSOCIATES
Merrill Lynch Wealth Management
949.721.6145
The Hogan Group
Merrill Lynch Wealth Management
650.473.7810
Merrill Private Wealth Management
949.721.7237
Merrill Lynch Wealth Management
949.721.6576
Merrill Private Wealth Management
800.814.9774
Carter Wealth Managment Group
Merrill Lynch Wealth Management
949.721.7258
Merrill Private Wealth Management
949.721.6147
Merrill Lynch Wealth Management
844.859.4800
Merrill Private Wealth Management
949.721.7213
First Vice President, Senior Financial Advisor
949.721.6199
Senior Vice President, Senior Financial Advisor
949.721.6195
Vice President, Senior Financial Advisor
949.721.6542
Senior Vice President, Senior Financial Advisor
949.721.6133
Senior Vice President, Senior Financial Advisor
949.721.6509
Merrill Financial Solutions Advisor
949.721.6112
First Vice President, Wealth Management Advisor
949.721.6596
Senior Vice President, Wealth Management Advisor
949.721.6164
Senior Vice President, Wealth Management Advisor
949.721.6115
Senior Vice President, Senior Financial Advisor
949.721.6551
Rem Sarris
Merrill Financial Solutions Advisor
949.721.6107
Assistant Vice President, Financial Advisor
949.721.6108
Senior Financial Advisor
949.721.6522
Senior Vice President, Wealth Management Advisor
949.721.6185
Assistant Vice President, Senior Financial Advisor
949.721.6168
Senior Vice President, Senior Financial Advisor
949.721.6106
Senior Vice President, Senior Financial Advisor
949.721.6175
Vice President, Financial Advisor
949.721.6177
Financial Advisor
949.919.4148
Senior Vice President, Wealth Management Advisor
949.721.6545
Senior Financial Advisor
626.356.2041
Senior Vice President, Wealth Management Advisor
949.721.6165
Vivian Chang Headshot Image
Vice President, Senior Financial Advisor
949.721.6166
Senior Vice President, Wealth Management Advisor
949.721.6597
Senior Vice President, Senior Financial Advisor
949.721.6188
Financial Advisor
949.721.7227
Assistant Vice President, Wealth Management Advisor
949.721.6158
Financial Advisor
949.721.7265
Vice President, Senior Financial Advisor
949.721.6189
Financial Advisor
949.721.6568
Vice President, Wealth Management Advisor
949.721.6583
Dorothy Santiago Headshot Image
Senior Vice President, Wealth Management Advisor
949.721.6540
Financial Advisor
949.721.6538
Merrill Financial Solutions Advisor
949.721.6537
First Vice President, Wealth Management Advisor
949.721.6549
Senior Vice President, Wealth Management Advisor
949.721.6179
Senior Vice President, Senior Financial Advisor
949.721.6130
Vice President, Wealth Management Advisor
949.721.6571
Senior Vice President, Wealth Management Advisor
949.721.7256
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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.
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.
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.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Accredited Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.