The Hayes Advisory Group

Merrill Lynch Wealth Management

555 California St
San Francisco, CA 94104
(415) 676-2562
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With The Hayes Advisory Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill Lynch Wealth Management, we’ll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.
The Hayes Advisory Group
Merrill Lynch Wealth Management
Welcome

Founded in 2002, The Hayes Advisory Group addresses the complex and ever evolving investment and wealth planning needs for an exclusive group of successful corporate executives, high-net-worth families, and entrepreneurs. 

Significant wealth requires sophisticated and highly customized strategies tailored to your unique goals and priorities.  Our team works to deliver the leading and innovative resources of Merrill Lynch Wealth Management coupled with the intimacy that a boutique-style family office can provide.   Our goal is simple…to help you achieve your wealth planning and financial independence objectives delivered in a fashion that is simple to understand, transparent, measurable, and objective.   We strive to simplify your life and provide comfort so that you can spend more time focused on your career aspirations, family, and life passions.

Recognition
Jason Hayes
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2023-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Jason Hayes,

CFP®, CPFA™, CRPC™

Managing Director, Wealth Management Advisor
415.676.2562
Jonathan Thompson,

CRPC™

Senior Vice President, Resident Director
415.289.8806
Christopher Castro
Financial Advisor
415.676.2698
Ryan Schilling,

CRPC™

Vice President, Senior Wealth Planner
415.676.2747
David James Benavidez,

CRPC™

Officer, Wealth Management Specialist
415.676.2771
Scott D. Clayton
Registered Wealth Management Client Associate
415.955.3708
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.
Merrill Lynch Logo
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
Merrill Lynch Logo
Brett K VanderGeest
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #851286
Merrill Lynch Logo
Rachel Kanter
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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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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.