The Mosley Picone Group
When you live and work in Silicon Valley, you have many demands on your time—personally and professionally.
We understand those challenges. We’re The Mosley Picone Group, and we’ve been advising founders, entrepreneurs, and executives in Silicon Valley and beyond since 2007. We understand your situation, because we’ve lived it ourselves.
We’re a nationally recognized team at Merrill serving the Silicon Valley market. Clients come to us because they realize the scale of their wealth requires more time than they can commit. They also wonder if they’re missing out on opportunities to grow and transfer their wealth. Finally, they look to us for balanced advice in a noisy world, finding a consistent resource to help them and their families.
We understand you. Our knowledge of Silicon Valley runs deep. We know the complexities you face, and we'll help you unwind those issues. Speak with us for a few minutes, and you'll see that we ask good questions, and we follow through on the answers.
CAIA®, CEPA®, CFP®, CPFA®, CPWA®
CFP®, CPFA®, CPWA®, CRPC™
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.
