Stanford Baer
Stan, in the financial services industry since 1986, is a Senior Vice President and Wealth Management Advisor in the Pasadena Merrill Lynch Wealth Management office. He focuses on "full balance sheet" wealth management and provides advice and recommendations for high net-worth individuals and their families, charitable organizations and business entities.
Stan insists on understanding the unique needs and specific situations of his clients and his significant work experience and educational background bridging multiple disciplines -- banking and investment management, commercial lending and cash flow analysis, estate planning services, and tax minimization strategies*, among them -- allows him to deliver on his commitment of strong advice and investment results, peerless service and the sound communication required by sophisticated investors, owners of closely-held companies and key executives.
Stan lives with his family in Sierra Madre, and has resided in the greater Los Angeles area since 1980.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Banking and Lending Services are through Bank of America, N.A.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
