Venture Wealth Management

Merrill Private Wealth Management

555 California St
Suite 1800
San Francisco, CA 94104
(415) 955-3888
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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.
Venture Wealth Management
Merrill Lynch Wealth Management
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
John Cardente,

CPFA™

Managing Director, Private Wealth Advisor
415.955.3888
John Myers,

CFA

Managing Director, Private Wealth Advisor
415.955.3912
Anthony Canini,

CFP®

Managing Director, Private Wealth Advisor
415.955.3907
Andrew Wages,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
614.233.3360
Jeffrey K. Miller,

CPFA™

Senior Vice President, Private Wealth Advisor
206.464.3564
Nandi Gunning,

CEPA®, CFA®

Senior Vice President, Private Wealth Manager
415.955.3977
Bruce Le
Officer, Private Wealth Client Associate
415.955.3889
Alice Kwok
Officer, Senior Private Wealth Client Associate
415.955.3887
Colin Powell,

CFP®, CPFA™, CRPC™

Vice President, Private Wealth Senior Relationship Manager
206.464.2838
Krizhna Soriano-Chang
Private Wealth Client Associate
415.955.3968
Edward Liu
Senior Private Wealth Client Associate
415.955.3820
Tiffany Darst,

CRPC™

Assistant Vice President, Wealth Management Associate
614.233.3354
Janine Colette Marasigan
Officer, Private Wealth Client Associate
415.955.3899
Stoyan Georgiev Belitkov
Officer, Private Wealth Client Associate
415.955.3826
Iris L Lau
Assistant Vice President, Private Wealth Client Associate
415.955.3863
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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