Claudia Denton
,
Senior Vice President, Wealth Management Advisor
NMLS #557501
555 California St
San Francisco, CA 94104
415.274.6038
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Claudia develops strategies for portfolio management, concentrated stock, wealth transfer, and philanthropy for corporate executives and high net worth families.  She enjoys leveraging the firm’s expertise to implement pragmatic, personalized strategies for clients.

Claudia’s experience spans over 15 years in financial services. Claudia has offered wealth management services since 2003. 

Earlier in her career, Claudia worked with financial institutions in New York and London. As a consultant with McKinsey & Company, Claudia managed teams to develop strategies for global financial institutions.   As a Trader at Merrill, Claudia traded CDs and sold other fixed income products. Claudia was also a banker with Chase Manhattan Bank (JPMorgan Chase) where she structured financing arrangements for corporate clients and engaged in international risk management and acquisition projects. 

Claudia holds an MBA in Finance from Columbia Business School and a BA in Economics from Duke University.  Claudia is fluent in Spanish and has worked on projects in over 10 foreign countries.  She lives in San Francisco with her 2 sons.

Recognition
Forbes "Best-in-State Women Wealth Advisors Ranking", 2023-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Click here to learn more about advisor recognitions
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Shana Ruelos
Wealth Management Client Associate
415.274.6067
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.
Cheryl Remedio
Wealth Management Banking Specialist
Merrill
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
Kimberly Dunne
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637506
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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Claudia Denton is registered to do business in CA, CT, FL, HI, MA, NC, NJ, NV, NY, OR, PA, TX, WI.
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.