2025 Midyear Outlook: On the road to recovery
Watch this webcast from our Chief Investment Office for insights on how you can prepare for the second half of the year, to help you make the most of the current investment landscape.
The Santilli/Buhl Group
Merrill Lynch Wealth Management
101 South Ellsworth Avenue
Suite 400
San Mateo CA 94401
(650) 579.3065
(650) 579.3065
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The Santilli/Buhl Group at Merrill Lynch Wealth Management was founded with the goal of delivering the vast resources of one of the most prestigious wealth management firms with the intimacy and personal service of a boutique-like practice. By taking a comprehensive and holistic approach to the wealth management process, our group endeavors to assist clients with every aspect of their financial lives. Not only are our team members knowledgeable, but they also truly care about helping each client pursue financial stability and independence. We strive to focus clients on their goals, advise them on a path to attain those goals, and help them recognize the importance of maintaining a disciplined approach in realizing their dreams.
The Santilli/Buhl Group at Merrill Lynch Wealth Management was founded with the goal of delivering the vast resources of one of the most prestigious wealth management firms with the intimacy and personal service of a boutique-like practice. By taking a comprehensive and holistic approach to the wealth management process, our group endeavors to assist clients with every aspect of their financial lives. Not only are our team members knowledgeable, but they also truly care about helping each client pursue financial stability and independence. We strive to focus clients on their goals, advise them on a path to attain those goals, and help them recognize the importance of maintaining a disciplined approach in realizing their dreams.
The Santilli/Buhl Group
Recognition
Sergio Santilli
Senior Vice President, Wealth Management Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2021
(Published on September 21, 2021. Rankings based on data as of March 31, 2021.)
Forbes "Best-in-State Wealth Advisors", 2022-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show More Recognitions
Forbes "America's Top Next-Generation Wealth Advisors", 2021
(Published on September 21, 2021. Rankings based on data as of March 31, 2021.)
Forbes "Best-in-State Wealth Advisors", 2022-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
The Santilli/Buhl Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Approach
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Meet Our Team
Sergio Santilli,
CFP®, CPFA®
Senior Vice President, Wealth Management Advisor
650.579.3065
650.579.3065
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.
Kimberly Dunne
Senior Wealth Management Lending Officer
Bank of America, N.A.
Maggie Kabajouzian
Wealth Management Banking Specialist
Merrill
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.