Pasadena, CA

Merrill Lynch Wealth Management Office
800 E Colorado Blvd
Pasadena, CA 91101
626.356.2000
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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.
About the Branch
About Us

The branch's wealth planning process begins as the team's advisors get to know you. The branch's teams take the time to learn your priorities, goals for retirement lifestyles, financial funding for children's and grandchildren's education, complex business issues, cash management and the need for credit strategies. Once we fully understand clients' wants, needs and goals, we can employ the broad investing resources of Merrill and also offer you access to the banking convenience of Bank of America—as well as engaging our own experience and discipline to create a framework for addressing many financial challenges.

Advisors at This Location
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Merrill Lynch Wealth Management
626.356.2080
Merrill Lynch Wealth Management
626.356.2072
Merrill Lynch Wealth Management
626.396.2804
Merrill Lynch Wealth Management
626.356.2099
Merrill Lynch Wealth Management
626.356.2075
Merrill Lynch Wealth Management
626.304.3926
Merrill Lynch Wealth Management
626.356.2020
Merrill Lynch Wealth Management
626.396.2868
Merrill Lynch Wealth Management
626.356.2021
Merrill Lynch Wealth Management
626.356.2074
Merrill Lynch Wealth Management
626.304.1549
Merrill Lynch Wealth Management
626.817.6824
Merrill Lynch Wealth Management
626.817.6804
Merrill Lynch Wealth Management
626.356.2054
Private Bank
Private Client Advisor II
747.800.7037
Private Bank
Private Client Advisor II
626.844.8503
Frode Teigen Headshot Image
Financial Advisor
626.396.2810
Diane Wang Headshot Image
Vice President, Senior Financial Advisor/ Portfolio Manager
626.356.2030
Senior Vice President, Wealth Management Advisor
626.304.1559
Senior Financial Advisor
626.396.2819
Vice President, Senior Financial Advisor
626.356.2007
Merrill Financial Solutions Advisor
626.817.6805
Sophie Peterson Headshot Image
Merrill Financial Solutions Advisor
626.304.1563
Fernando Camacho Headshot Image
Financial Advisor
626.356.2096
Merrill Financial Solutions Advisor
626.356.2067
Senior Vice President, Wealth Management Advisor
626.817.6820
Senior Vice President, Senior Financial Advisor
626.304.1561
Assistant Vice President, Senior Financial Advisor
626.356.2015
Vice President, Wealth Management Advisor
626.817.6822
Senior Vice President, Senior Financial Advisor
626.356.2013
Senior Vice President, Wealth Management Advisor
626.356.2061
First Vice President, Wealth Management Advisor
626.356.2062
Officer, Merrill Financial Solutions Advisor
626.817.6823
First Vice President, Senior Financial Advisor
626.396.2814
Senior Vice President, Wealth Management Advisor
626.304.1596
Senior Financial Advisor
626.304.1565
Michael Choe Headshot Image
Senior Financial Advisor
626.356.2054
Senior Vice President, Wealth Management Advisor
626.304.1570
Financial Advisor
626.304.1551
Vice President, Senior Financial Advisor
626.304.1557
Gerard Wei Zhang Headshot Image
Merrill Financial Solutions Advisor
626.817.6833
Senior Vice President, Wealth Management Advisor
626.356.2075
Vice President, Financial Advisor
626.356.2043
Vice President, Senior Financial Advisor
626.396.2822
Financial Advisor
626.304.1582
Senior Vice President, Wealth Management Advisor
626.304.1569
Senior Financial Advisor
626.356.2057
Senior Vice President, Wealth Management Advisor
626.356.2074
Financial Advisor
626.356.2078
Senior Vice President, Wealth Management Advisor
626.356.2017
Financial Advisor
626.356.2023
Senior Vice President, Wealth Management Advisor
626.356.2059
Senior Vice President, Wealth Management Advisor
626.356.2005
Vice President, Financial Advisor
626.304.1552
Assistant Vice President, Senior Financial Advisor
626.356.2012
Assistant Vice President, Merrill Financial Solutions Advisor
626.817.6819
Managing Director, Wealth Management Advisor
626.817.6816
David LeBrun Headshot Image
Financial Advisor
626.817.6827
Senior Vice President, Senior Financial Advisor
626.304.1547
Financial Advisor
626.356.2027
Vice President, Wealth Management Advisor
626.304.1558
Vice President, Financial Advisor
626.396.2811
First Vice President, Wealth Management Advisor
626.304.1550
Senior Vice President, Wealth Management Advisor
626.304.1545
Jonathan Solis Headshot Image
Officer, Merrill Financial Solutions Advisor
626.356.2066
Vice President, Financial Advisor
626.304.1566
Mason Bryant Headshot Image
Senior Financial Advisor
626.304.1575
Financial Advisor
626.356.2050
Financial Advisor
626.356.2085
Senior Vice President, Wealth Management Advisor
626.817.6818
Senior Vice President, Wealth Management Advisor
626.817.6829
Senior Vice President, Wealth Management Advisor
626.356.2053
Assistant Vice President, Senior Financial Advisor
626.356.2019
First Vice President, Wealth Management Advisor
626.396.2813
Senior Vice President, Wealth Management Advisor
626.817.6804
Financial Advisor
626.993.0271
Vice President, Financial Advisor
626.817.6813
Alisa Chanpong Headshot Image
Senior Vice President, Wealth Management Advisor
626.298.3395
Managing Director, Wealth Management Advisor
626.396.2868
Financial Advisor
626.356.2037
Shervin Saedinia Headshot Image
Vice President, Senior Financial Advisor
626.817.6828
First Vice President, Senior Financial Advisor
626.356.2072
Senior Vice President, Senior Resident Director - Wealth Management Advisor
626.396.2805
Merrill Financial Solutions Advisor
626.396.2817
Financial Advisor
626.304.1548
Vice President, Wealth Management Advisor
626.356.2058
Chris Chen Headshot Image
Vice President, Wealth Management Advisor
626.356.2040
First Vice President, Wealth Management Advisor
626.396.2808
Senior Financial Advisor
626.304.1572
Vice President, Senior Financial Advisor
626.356.2077
Merrill Financial Solutions Advisor
626.817.6806
Christina Stieg Headshot Image
Vice President, Senior Financial Advisor
626.356.2056
Vice President, Senior Financial Advisor
626.356.2032
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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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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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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 Domestic Partnership Advisor™, ADPA™, and the ADPA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
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.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is used by permission.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “RMA,” and “Retirement Management Advisor.” Use of RMA, and/or Retirement Management Advisor indicates that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.