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Sacramento, CA
Merrill Lynch Wealth Management Office
555 Capitol Mall
Sacramento, CA 95814
916.648.6200
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
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
About the Branch
About Us
The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.
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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®, 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.
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.
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.
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 CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.