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At Henka/Pagano Group, we help institutions pursue financial stability, mission fulfillment and long-term growth through strategies tailored to their priorities. We also offer a suite of complementary capabilities to individuals and families, helping them resolve complexity, regain precious time, and advance more cohesive financial lives.
Henka/Pagano Group
520 Newport Center Dr
Newport Beach CA 92660
(949) 721.7268
(949) 721.7268
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At Henka/Pagano Group, we help institutions pursue financial stability, mission fulfillment and long-term growth through strategies tailored to their priorities. We also offer a suite of complementary capabilities to individuals and families, helping them resolve complexity, regain precious time, and advance more cohesive financial lives.
Recognition
Henka/Pagano Group
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
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.
Jean Y. Kim
Private Wealth Strategies Advisor
Sara Burns
Wealth Strategies Advisor
Bank of America, N.A.
Lorin Surpless
Structured Credit Executive
Bank of America, N.A.
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