Poole Gupta and Associates

Merrill Lynch Wealth Management
3075A Hansen Way
Palo Alto CA 94304
(650) 473.7844
Learn more about an advisor's background on
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow.
Poole Gupta and Associates
Welcome

We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Weldon Poole
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Poole Gupta and Associates
Forbes "Best-in-State Wealth Management Teams", 2026
(Published on January 7, 2026. Rankings based on data as of March 31, 2025.)
Click here to learn more about advisor recognitions
About Us

We believe exceptional wealth management begins with understanding what matters most to you. By listening carefully and developing a deep understanding of your goals, values, and priorities, we create personalized strategies designed to help you navigate life's financial opportunities and challenges. Our team is committed to building lasting relationships and providing thoughtful guidance to help you preserve, grow, and transition wealth with confidence.

Meet Our Team
Weldon Poole,

CFP®

Managing Director, Wealth Management Advisor
650.473.7967
Sameera Gupta,

CFP®

First Vice President, Wealth Management Advisor
650.473.7889
Anushree Dave,

CRPC™

Senior Financial Advisor
650.473.7818
Elisabeth Lee
Elisabeth Lee
Registered Wealth Management Client Associate
650.473.7844
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.
Cesar Zaragoza
Wealth Management Banking Specialist
Merrill
Ross Morand
Alternative Investments Regional Specialist
Bank of America, N.A.
Insights
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
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.