Marcus Gibson Group

Merrill Lynch Wealth Management
800 E Colorado Blvd
Pasadena, CA 91101
(626) 356-2021
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As deeply experienced and passionate advocates for financial wellness, our team shares your priorities and wants to help you create a benefits experience that can help participants prepare for retirement and feel more prepared for their financial futures.
Marcus Gibson Group
Merrill Lynch Wealth Management
Welcome

The Marcus Group works with a select group of families who realize that their wealth deserves and demands a different level of insight, experience and skill. We offer the kind of know-how that can help preserve and grow the assets and lifestyle you've achieved today, tomorrow and across generations.

We strive to analyze and understand the many ways that your wealth touches your family's life, from simple bill payments to your most sought-after goals. What does the next level of wealth represent to you? What are the values that govern your family's attitudes toward money? What vision do you see for your life over the next 10, 20 or even 30 years?

Our aim is to unite wealth management strategies with knowledgeable perspectives inside a framework of outstanding client service.

Recognition
Clayton Gibson
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Marcus Gibson 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.)
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
Lance E Marcus
Managing Director, Senior Consultant
626.356.2021
Clayton Gibson,

CIMA®

Managing Director, Wealth Management Advisor
805.963.6352
Kyle E Feighner
First Vice President, Senior Consultant
805.963.6339
Spencer Marcus,

SE-AWMA™

Senior Vice President, Senior Financial Advisor
626.396.2821
Sarah H Flick,

CPFA™

Assistant Vice President, Relationship Manager
626.304.3922
Emily Kim,

CRPC™

Business Manager
626.356.2038
Megan Backens
Officer, Registered Senior Wealth Management Client Associate
805.963.6336
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.
Cindy Chau
Wealth Management Banking Specialist
Merrill
Ally Bowdoin
Wealth Strategies Advisor
Bank of America, N.A.
Tadeh Baghmouri
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637498
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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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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.
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 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.