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,


Managing Director, Private Wealth Advisor
John Myers,


Managing Director, Private Wealth Advisor
Anthony Canini,


Managing Director, Private Wealth Advisor
Andrew Wages,


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


Senior Vice President, Private Wealth Advisor
Nandi Gunning,


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


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


Assistant Vice President, Wealth Management Associate
Janine Colette Marasigan
Officer, Private Wealth Client Associate
Stoyan Georgiev Belitkov
Officer, Private Wealth Client Associate
Iris L Lau
Assistant Vice President, Private Wealth Client Associate
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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