Palo Alto

Merrill Lynch Wealth Management Office
3075A Hansen Way
Palo Alto, CA 94304
650.473.7888
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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.
Palo Alto
Merrill Lynch Wealth Management
Advisors at This Location
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The Zanolli Staubli Group
Merrill Lynch Wealth Management
650.473.7907
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The GD Group
Merrill Lynch Wealth Management
650.473.7845
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Merrill Lynch Wealth Management
650.473.7870
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Merrill Lynch Wealth Management
866.295.6533
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Merrill Lynch Wealth Management
650.473.7849
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Merrill Lynch Wealth Management
650.473.7811
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The Blockhus-Fausone Group
Merrill Lynch Wealth Management
415.215.2874
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Merrill Lynch Wealth Management
650.473.7945
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Merrill Lynch Wealth Management
650.473.7920
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Merrill Lynch Wealth Management
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Poole Gupta and Associates
Merrill Lynch Wealth Management
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Senior Vice President, Senior Financial Advisor
650.473.7829
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Merrill Financial Solutions Advisor
NMLS #2181619
650.473.7815
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Senior Vice President, Wealth Management Advisor
650.473.7854
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Managing Director, Wealth Management Advisor
650.473.7905
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First Vice President, Wealth Management Advisor
650.473.7917
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Assistant Vice President, Wealth Management Advisor
650.473.7897
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Alexander Lamont Headshot Image
Merrill Financial Solutions Advisor
NMLS #2655251
650.473.7847
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Financial Advisor
650.473.7822
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Vice President, Wealth Management Advisor
650.473.7881
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Senior Vice President, Wealth Management Advisor
650.473.7967
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Financial Advisor
650.473.7908
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First Vice President, Wealth Management Advisor
650.473.7909
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Senior Vice President, Wealth Management Advisor
650.473.7869
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Senior Vice President, Senior Financial Advisor
650.473.7945
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Pamela You Headshot Image
Merrill Financial Solutions Advisor
NMLS #2215918
650.473.7893
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John Silk Headshot Image
Financial Advisor
650.473.7828
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Merrill Financial Solutions Advisor
NMLS #1812543
650.473.7826
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First Vice President, Financial Advisor
650.473.7962
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Vice President, Senior Financial Advisor
650.473.7957
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Merrill Financial Solutions Advisor
NMLS #2661201
650.473.7862
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Vice President, Senior Financial Advisor
650.473.7926
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Vice President, Wealth Management Advisor
650.473.7839
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Senior Vice President, Senior Financial Advisor
650.473.7871
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Vice President, Wealth Management Advisor
650.473.7920
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Vice President, Senior Financial Advisor
650.473.7949
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Merrill Financial Solutions Advisor
NMLS #1644349
650.473.7841
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Vice President, Financial Advisor
650.473.7820
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Senior Vice President, Wealth Management Advisor
650.473.7812
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Yinghui Zhou Headshot Image
Merrill Financial Solutions Advisor
NMLS #2459662
650.473.7887
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Senior Vice President, Senior Financial Advisor
650.473.7880
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Senior Financial Advisor
650.473.7864
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First Vice President, Senior Financial Advisor
650.473.7860
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Financial Advisor
650.473.7856
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Vice President, Wealth Management Advisor
650.473.7889
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Elif Bower Headshot Image
Financial Advisor
650.473.7922
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Financial Advisor
650.473.7867
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Financial Advisor
650.473.7835
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Financial Advisor
650.473.7836
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Hilary Jones Headshot Image
Vice President, Senior Financial Advisor
650.473.7833
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Vice President, Wealth Management Advisor
310.536.1660
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Financial Advisor, Portfolio Manager
650.473.7821
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Senior Vice President, Senior Financial Advisor
650.473.7810
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Merrill Financial Solutions Advisor
NMLS #1903000
650.473.7834
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Senior Financial Advisor
650.473.7818
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Vice President, Senior Financial Advisor
650.473.7830
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Assistant Vice President, Financial Advisor
650.473.7890
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Senior Vice President, Senior Financial Advisor
650.473.7824
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First Vice President, Wealth Management Advisor
650.473.7811
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Financial Advisor
650.473.7861
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First Vice President, Wealth Management Advisor
650.473.7849
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Wednesday, April 17th 2024| 5:00 PM PST
Merrill Financial Solutions Advisor Info Session

You're invited!

Merrill Financial Solutions Advisor Info Session

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide. You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.

As a**Merrill Financial Solutions Advisor,**you will benefit from leads and referrals from Bank of America's financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients' financial journey. Join us for an informational session to learn more.

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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.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.