The Oster Group

Merrill Lynch Wealth Management
1111 Broadway
Floor 22
Oakland, CA 94607
(510) 208-3850
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The Oster Group believes great client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and the global resources of Merrill. Our goal is to be your reliable resource on all things financial—the trusted confidantes you can leverage whatever your need may be. Our team’s suite of services integrates multiple wealth disciplines by design. We believe wealth functions more effectively when your overall financial picture is considered.
The Oster Group
Merrill Lynch Wealth Management
Welcome

The Oster Group combined encompasses 90 years of industry experience. Our mission is to use this experience to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. Our wealth management approach is about using wealth to help turn goals into reality. We truly believe that when you succeed, we succeed.

Recognition
Michael Oster
Managing Director, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
About Us
Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Michael Oster,

ChFC®,CFP®,CPFA™

Managing Director, Senior Resident Director - Wealth Management Advisor
510.208.3850
Naomi Evans-Jalloh,

CFP®

Senior Wealth Planner
510.267.8504
Dayana Medevsky
Financial Advisor
510.208.3833
Mary Jane L Sullivan
Wealth Management Associate
510.208.3844
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.
Reham Asaad
Wealth Management Lending Officer
NMLS #633262
Nafisa Azami
Wealth Management Banking Specialist
David Rubalcava
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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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.