The Friel Group

Merrill Lynch Wealth Management
555 California St
San Francisco, CA 94104
(415) 676-2550
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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.
The Friel Group
Merrill Lynch Wealth Management
Welcome

The Friel Group provides customized wealth planning, investment portfolio management, and access to business financial services to successful individuals, families, and business owners.

We are accessible so that clients can contact us directly about any aspect of their financial affairs and we are proactive: contacting clients when the appropriate opportunity arises.

We enjoy helping our clients achieve their hopes and dreams. We are committed to providing our clients with a transparent, honest, and caring relationship while giving them access to the broadest range of resources and specialists in the industry.

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
Daniel Friel
Senior Vice President, Senior Financial Advisor
415.676.2550
William Loucks,

CFP®

Vice President, Wealth Management Advisor
415.654.3742
Karen M Simmons
Wealth Management Client Associate
415.676.2571
Lan Huynh
Officer, Wealth Management Client Associate
610.687.7978
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.
Sonny Chan
Wealth Management Lending Officer
NMLS #693456
Paul Stauffer
Wealth Strategies Advisor
Alfred Zollar Jr.
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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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.