Weldon Poole

Weldon L. Poole, CFP®
Senior Vice President
Wealth Management Advisor
Portfolio Manager

Weldon is a Senior Vice President and Wealth Management Advisor with Merrill based in Palo Alto, California. Joining Merrill in 1995, his focus is on assisting clients in the planning and realization of their financial goals.

Weldon is a CERTIFIED FINANCIAL PLANNER®, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Weldon was also recognized by Forbes  as "Best in State Wealth Advisors for 2019, 2020, 2021, 2022, 2023, 2024and 2025 (Published annually Jan – April. Rankings based on data as of June 30 of prior year)."

Weldon is committed to providing outstanding guidance and service. His belief in a planning based approach, means that all relationships begin with an assessment of the four critical components of wealth management:

(1) Tax Liability, (both income and estate)
(2) Cash Flow needs
(3) Risk Management Issues
(4) Asset Management

He can then address critical needs such as, concentrated stock positions, company stock options, liquidity, alternative investment strategies (where applicable), liability management, and Trust and Charitable services. His approach to wealth management is long-term, consultative and objective.

He will take the time necessary to listen, then advise about choices and options, allowing thoughtful decisions, appropriate to one’s current and long-term objectives.

Weldon graduated from Brigham Young University, Provo, Utah in 1987, where he earned Bachelor of Science degree in Economics.

He currently lives in Fremont, California with his wife, Amanda. They have four adult children.

|To contact Weldon, you may call him at 650-473-7967 or email wpoole@ml.com.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

**Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.