Lloyd McKay Wealth Management Group
50 W San Fernando St
Floor 16
San Jose CA 95113
408.283.3026
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Lloyd McKay Wealth Management Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
William Lloyd
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Lloyd McKay Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
William Lloyd,

CIMA®, CPFA®

Senior Vice President, Wealth Management Advisor
408.283.3026
Michael McKay,

CPFA®

Vice President, Senior Financial Advisor
408.283.3095
Robert Wheeler
Financial Advisor
408.283.3008
Melissa A Archibeque
Officer, Registered Senior Wealth Management Client Associate
408.283.3023
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.
Rudy Perez
Wealth Management Banking Specialist
Merrill
Shanan Resop
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #633098
Chanda Leger
Employee Benefits Specialist
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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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.