The Gendal Group

Merrill Lynch Wealth Management
800 E Colorado Blvd
Pasadena, CA 91101
(626) 356-2080
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The Gendal Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Gendal Group
Merrill Lynch Wealth Management
Welcome

The Gendal Group works with clients to assist them in managing a full range of financial issues. By utilizing a disciplined planning and investment process, we seek to ensure that objectives are clearly identified and that the optimal financial strategy is utilized. At all times, the vast resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America are available to provide analysis, services and investment products that help meet current and future needs as they develop. We focus on retirement planning, investment portfolio management and balance sheet optimization through a variety of credit options.

We meet with clients personally at our Merrill Lynch Wealth Management, Pasadena offices for face to face reviews and regular progress updates.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Anthony Gendal,

CFP®

Senior Vice President, Wealth Management Advisor
626.356.2080
Amy Hung
Wealth Management Associate
626.396.2818
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.