The Pettibone-Salazar Group

Merrill Lynch Wealth Management
555 California St
San Francisco, CA 94104
(415) 248-3625
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We are a family wealth management team serving generations of clients that deserve a sophisticated and highly personal financial approach commensurate with the opportunities and challenges they face.
The Pettibone-Salazar Group
Merrill Lynch Wealth Management
Welcome

At The Pettibone-Salazar Group, our reputation for excellence has attracted a loyal and growing clientele.  We offer what many expect from a boutique-like, family office – given our ability to deliver knowledge and care in ways many clients never anticipated. Put another way, we see ourselves as a trusted and confidential resource you would introduce to your grandparents.

Who do we serve?

A select, self-made clientele that is well educated, financially astute, and strapped for time. We admire these clients for their perseverance and commitment to others. They include successful women and men in traditional and non-traditional families – talented employees at firms in the technology and other expanding sectors, individuals nearing retirement, and couples experiencing divorce. We also help companies serve their employees with 401k plans and help non-profit organizations with their endowment management, trust, and banking needs.

How do we distinguish ourselves from other financial advisory groups?

• Acumen. Our clients face myriad decisions about managing concentrated equity positions, selling their enterprises, being tax efficient, planning for retirement, and creating a legacy. Working in concert with clients, and, often their CPAs and attorneys, we deliver an exceptional measure of knowledge and know-how – from investment and retirement planning, to tax minimization and estate-planning strategies.

• Availability. Clients are like family. We encourage them to call us 24/7 – even on weekends – whenever they have important questions on financial issues.

• Attitude. We treat clients like family members. And we know them exceedingly well. We share their joy and often are invited to celebrate milestones that we’ve helped make possible.

• Respect. To demonstrate our appreciation for clients and our shared values, we plant trees each year in their honor – one tree for each current client and one additional tree for every new client that comes our way. Next year, we will repeat this effort – planting one new tree for each client we serve.

• A defined, multi-step planning process. We need to appreciate a client’s passions, their purpose for investing, and the people they care about, in addition to their goals and concerns. We can act as responsible stewards of their wealth and wishes from a genuine understanding of a client’s mindset and motivations.

Having managed clients’ money and emotions through 2000, 2008 and 2020 volatility, we feel good knowing virtually all of those clients remain with us today and referred others. We believe that’s due in large part to our ability to mitigate investment risk. Still, our focus remains on clients’ lives, not only their bottom lines.

With our team members’ ages aligning nicely with those of clients, we’ve cultivated enduring relationships in which mutual interests and experiences make conversations comfortable, rather than a formality. Our diverse ages and backgrounds also help ensure the continuity of thought and awareness that younger clients and the “next generation” of clients’ families can find beneficial.

We feel fortunate to have long memories and relationships. Speaking for our entire team, we are as proud of the referrals we receive as the results we deliver.

About Us
Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Meet Our Team
Richard K Pettibone,

CPFA™

Senior Vice President, Senior Financial Advisor
702.341.2022
Minnie Wong,

CPFA™,CRPC™

Vice President, Wealth Management Advisor
415.274.6118
David Salazar
Vice President, Senior Financial Advisor
415.248.3625
Hanson Wong,

CFP®

Assistant Vice President, Financial Advisor
415.676.2761
Marina J Randolph
Wealth Management Client Associate
702.341.2068
Joseph Dispo
Officer, Wealth Management Client Associate
415.274.6188
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.
Ross Morand
Alternative Investments Regional Specialist
Sonny Chan
Wealth Management Lending Officer
NMLS #693456
Valarie Beel
Wealth Management Banking Specialist
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.