PL Wealth Management Group

Merrill Lynch Wealth Management
520 Newport Center Dr
Newport Beach, CA 92660
(949) 721-6114
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
PL Wealth Management 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, 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.

Meet Our Team
Gabriel Pate
Managing Director, Senior Financial Advisor
949.721.6113
Rolando Lopez,

ChFC®,CPFA™

Assistant Vice President, Wealth Management Advisor
949.721.6114
Jessyka J. Armstrong
Assistant Vice President, Wealth Management Associate
949.721.6110
Brigido Trujillo Martin
Registered Wealth Management Client Associate
949.721.6590
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.
Eugene Becerra
Wealth Management Banking Specialist
Sara Burns
Wealth Strategies Advisor
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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