Springfield Wealth Management Group

Merrill Lynch Wealth Management
555 California St
San Francisco, CA 94104
(415) 676-2626
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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.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Springfield Wealth Management Group
Merrill Lynch Wealth Management
Welcome

Our mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you’d like to be tomorrow. We will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Recognition
Rory Springfield
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021
(Published on February 11, 2021. Rankings based on data as of June 30, 2020.)
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
Rory Springfield,

CFA

Senior Vice President, Wealth Management Advisor
415.676.2626
Narvetta Michelle Gipson
Officer, Registered Senior Wealth Management Client Associate
415.676.2554
Jared McNally
Officer, Wealth Management Client Associate
415.676.2539
Laura Rennels
Financial Advisor
415.274.6060
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.
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
Maggie Kabajouzian
Wealth Management Banking Specialist
Merrill
Michael de la Rea
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1259660
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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