Sacramento, CA

Merrill Lynch Wealth Management Office
555 Capitol Mall
Sacramento, CA 95814
916.648.6200
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Welcome to Merrill! I am honored to lead our Merrill team for my native Sacramento hometown. With branches stretching from Modesto to Redding, our Advisors welcome the opportunity to support individuals, families, business owners, executives and institutions – in rising, declining and turbulent markets. We look forward to helping you address your wealth management challenges and opportunities! Theresa Schnetz, Market Executive
Sacramento, CA
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
916.648.6219
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Merrill Lynch Wealth Management
916.648.6272
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The Barney / Castillo Group
Merrill Lynch Wealth Management
916.648.6207
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Bayley, Pelz & Associates
Merrill Lynch Wealth Management
916.648.6296
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Merrill Lynch Wealth Management
916.648.6388
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Merrill Financial Solutions Advisor
NMLS #1855530
916.648.6244
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Vice President, Senior Financial Advisor
916.648.6256
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Michael Wong Headshot Image
Merrill Financial Solutions Advisor
NMLS #1403010
916.648.6212
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Senior Vice President, Wealth Management Advisor
916.648.6258
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Financial Advisor
916.648.6222
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Merrill Financial Solutions Advisor
NMLS #2036502
916.648.6329
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Merrill Financial Solutions Advisor
NMLS #2436403
916.648.6225
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Vice President, Financial Advisor
916.648.6208
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Managing Director, Wealth Management Advisor
916.648.6289
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Merrill Financial Solutions Advisor
NMLS #2608515
916.648.6310
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Senior Vice President, Senior Financial Advisor
916.648.6218
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David Cloninger Headshot Image
Senior Vice President, Senior Financial Advisor
916.648.6388
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First Vice President, Wealth Management Advisor
916.648.6252
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Assistant Vice President, Senior Financial Advisor
916.648.6234
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Merrill Financial Solutions Advisor
NMLS #2300033
916.648.6353
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Assistant Vice President, Senior Financial Advisor
916.648.6223
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Senior Vice President, Senior Financial Advisor
916.648.6202
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Merrill Financial Solutions Advisor
NMLS #2383803
916.648.6302
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Vice President, Senior Financial Advisor
619.699.4214
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Senior Vice President, Sales Manager - Wealth Management Advisor
916.648.6328
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Merrill Financial Solutions Advisor
NMLS #2315056
916.648.6231
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Merrill Financial Solutions Advisor
NMLS #2636317
916.648.6267
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Vice President, Financial Advisor
916.648.6248
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Financial Advisor
916.648.6247
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Tsz Chung Leung Headshot Image
Merrill Financial Solutions Advisor
NMLS #1071683
916.648.6308
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Kimberly Austin Headshot Image
Merrill Financial Solutions Advisor
NMLS #2531767
916.648.6254
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Monday, October 28th 2024| 5:00-6:00PM PT
You’re invited! Merrill Financial Solutions Advisor Info Session

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide. You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your onboarding experience.

As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America's financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients' financial journey. Join us for an informational session to learn more!

For more information or to RSVP, email Azeem Shah at azeem.shah@ml.com.

Event Location: 292 Hemsted Drive Redding, CA 96002

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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.
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.
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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
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 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.