San Diego, CA

Merrill Lynch Wealth Management Office
701 B Street
Floor 24
San Diego, CA 92101
619.699.3700
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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.
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.

Advisors at This Location
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Merrill Lynch Wealth Management
619.699.4269
Merrill Lynch Wealth Management
619.699.3776
The Roel Von Behren Group Team Photo
Merrill Lynch Wealth Management
619.699.3815
Merrill Lynch Wealth Management
619.699.3936
Merrill Lynch Wealth Management
619.699.3718
The Fendley Group
Merrill Lynch Wealth Management
619.699.4214
The Licari Group
Merrill Lynch Wealth Management
619.699.3780
Merrill Lynch Wealth Management
619.699.3767
Mh Group - Marques & Hanna Group Team Photo
Merrill Lynch Wealth Management
619.699.3777
Private Bank
Private Client Advisor II
619.515.5626
Private Bank
Private Client Advisor II
619.515.7354
Private Bank
Private Client Advisor II
619.515.5507
Merrill Lynch Wealth Management
619.699.3802
Ace Baker Headshot Image
Merrill Financial Solutions Advisor
619.699.3771
Financial Advisor
619.699.3765
Merrill Financial Solutions Advisor
619.699.3706
Vice President, Senior Financial Advisor
619.699.3759
Financial Advisor
619.699.3906
First Vice President, Senior Financial Advisor
619.699.3710
Preston Goldwag
Merrill Financial Solutions Advisor
619.699.4275
Assistant Vice President, Senior Financial Advisor
619.699.4245
Wealth Management Advisor
619.699.3764
Merrill Financial Solutions Advisor
619.699.3712
Jeremy Middleton Headshot Image
Financial Advisor
619.699.3787
Vice President, Senior Financial Advisor
619.699.3707
Senior Vice President, Wealth Management Advisor
619.699.3811
Merrill Financial Solutions Advisor
619.699.3993
Victoria Horowitz Headshot Image
Financial Advisor
619.699.3938
Armando Villalobos Headshot Image
Officer, Merrill Financial Solutions Advisor
619.699.3838
Merrill Financial Solutions Advisor
619.699.3736
Senior Vice President, Wealth Management Advisor
619.699.4269
Vice President, Senior Financial Advisor
619.699.3716
Officer, Merrill Financial Solutions Advisor
619.699.3884
Ricardo Tiscareno Headshot Image
Financial Advisor
619.699.3749
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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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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®, 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.
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.
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.