PFF Group

Merrill Lynch Wealth Management
50 W San Fernando St
Floor 16
San Jose, CA 95113
(408) 283-3089
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Our team’s consultative and goals-based approach to wealth management begins with developing a thorough understanding of the client’s family and assessing their needs. After gaining insight into their goals, risk preferences, liquidity needs and personal values, we leverage our background in economics and wealth management—as well as the resources available to us through Merrill —to help our clients live life the way they imagine.
PFF Group
Merrill Lynch Wealth Management
Welcome

Our team focuses on diversification through multi-asset class financial strategies that are customized to help meet the specific short and long-term needs of attorneys, fiduciaries, business owners, entrepreneurs, venture capitalists, real estate professionals, corporate executives, engineers, athletes and high-net-worth individuals. By utilizing sound risk management principles and tax efficient strategies, we are able to implement individually tailored recommendations.

Recognition
Brandon Picone
Senior Vice President, Sales Manager - Wealth Management Advisor
Forbes "Best-in-State Next Generation Wealth Advisors", 2023
About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
Brandon Picone,

CFP®, CPFA™, CPWA®, CRPC™

Senior Vice President, Sales Manager - Wealth Management Advisor
408.283.3031
SHAYNE FLEMING
Vice President, Senior Financial Advisor
408.283.3089
Fe S Aman
Wealth Management Client Associate
408.283.3084
Mitchell Fulton,

CEPA®

Financial Advisor
408.283.3104
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
David Rubalcava
Wealth Strategies Advisor
Bank of America, N.A.
Merrill Lynch Logo
Joaquin J Barrios
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #953282
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.