The Cloninger Group

Merrill Lynch Wealth Management
555 Capitol Mall
Sacramento, CA 95814
(916) 648.6388
Learn more about an advisor's background on
Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Cloninger Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Andrew Cloninger
Senior Vice President, Sales Manager - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2019-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
David Cloninger,

CPFA®

Senior Vice President, Senior Financial Advisor
916.648.6388
Andrew Cloninger,

CFP®

Senior Vice President, Sales Manager - Wealth Management Advisor
916.648.6328
Romer Jerrold Blanquera,

CRPC™

Assistant Vice President, Relationship Manager
916.648.6236
Lorena Robles-Cohen
Assistant Vice President, Wealth Management Associate
916.774.8017
Sun J Kim
Assistant Vice President, Wealth Management Associate
916.648.6237
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.
Jeanette E Beutler
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1010247
Samantha C Sylvester
Wealth Strategies Advisor
Bank of America, N.A.
Roeda Batta
Wealth Management Banking Specialist
Merrill
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.