Weldon L. Poole, CFP® Senior Vice President Wealth Management AdvisorPortfolio ManagerWeldon 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, and 2023 (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 ManagementHe 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.**Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is basedon in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industryexperience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under managementand revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, andadvisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose theright financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance isnot an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.