Oakland, CA

Merrill Lynch Wealth Management Office
1111 Broadway
Floor 22
Oakland, CA 94607
510.208.3800
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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.
Oakland, CA
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
510.208.3805
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Merrill Lynch Wealth Management
510.208.3850
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Merrill Lynch Wealth Management
510.267.8519
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The SHO Group
Merrill Lynch Wealth Management
510.208.3857
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Merrill Lynch Wealth Management
510.208.3864
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Senior Financial Advisor
510.208.3809
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Vice President, Senior Financial Advisor
510.267.8510
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Assistant Vice President, Financial Advisor
510.208.3815
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Assistant Vice President, Senior Financial Advisor
510.267.8507
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Financial Advisor
510.208.3833
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Vice President, Senior Financial Advisor
510.267.8515
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Senior Vice President, Wealth Management Advisor
510.208.3866
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Senior Vice President, Wealth Management Advisor
510.267.8501
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First Vice President, Wealth Management Advisor
510.208.3832
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Financial Advisor
510.208.3848
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Vice President, Senior Financial Advisor
510.267.8506
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Financial Advisor
510.504.4886
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Merrill Financial Solutions Advisor
NMLS #887892
510.208.3838
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Senior Vice President, Senior Financial Advisor
510.208.3812
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Vice President, Senior Financial Advisor
925.278.0721
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Merrill Financial Solutions Advisor
NMLS #2463192
510.208.3869
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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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CLU® and Chartered Life Underwriter® marks are the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.