Antwan is a First Vice President, Wealth Management Advisor, at Merrill Lynch Wealth Management in Pasadena, California. He advises clients in all areas of financial strategy including concentrated stock management, asset and liability management, trust and estate planning services, retirement planning services, and access to banking and lending services through Bank of America, N.A.
Clients include entrepreneurs, C-level executives, entertainers, and foundations. As of January 2024, Antwan and his team are entrusted with over $400 Million in client balances.
Antwan is a specially qualified Senior Portfolio Advisor. In addition to providing traditional advice and guidance, he draws his experience to help clients pursue their objectives by building and managing custom investment strategies; selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. Antwan holds the Chartered Financial Consultant® (ChFC®), Sports & Entertainment Accredited Wealth Management Advisor - SE-AWMA and Certified Plan Fiduciary Advisor® - CPFA™ designations. Antwan started his wealth management career at Merrill in 2012. His prior industry experience includes Financial Advisor roles at Morgan Stanley and JP Morgan. Prior to his wealth management career he was a media executive, most recently as Director of Underwriting for a Southern California NPR & PBS affiliate.
Antwan is committed to his family and philanthropic causes. He lives in Claremont, CA with his wife Kisha and children.
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
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.