The Sheffield Group
Merrill Lynch Wealth Management
608 Silver Spur Road
Suite 200
Rolling Hills, CA 90274
(213) 787.8735
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Mission Statement
We'll deliver the investment insights of Merrill® to you and offer access to the banking convenience and lending solutions of Bank of America. We'll help you explore financial possibilities that may be available in today's changing markets.  And we can leverage additional support by calling upon our global network of specialists to assist you.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Jonathan Sheffield
Senior Vice President, Wealth Management Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2020
(Published on July 22, 2020. Rankings based on data as of March 31, 2020.)
Forbes "Best-in-State Wealth Advisors", 2021
(Published on February 11, 2021. Rankings based on data as of June 30, 2020.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The Sheffield Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
Jonathan Sheffield,

CPWA®

Senior Vice President, Wealth Management Advisor
213.787.8735
Stephen Sheffield,

CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
213.787.8736
Christopher Ruiz,

ChFC®, CFP®

Vice President, Relationship Manager
213.787.8732
Isabel Cecilia Ramsey
Assistant Vice President, Wealth Management Associate
213.787.8740
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.
Gregory Fry
Structured Credit Executive
Bank of America, N.A.
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
Adriana Martin
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637483
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.