Santa Barbara

Merrill Lynch Wealth Management Office
1424 State Street
Santa Barbara, CA 93101
805.963.6322
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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.
Santa Barbara
Merrill Lynch Wealth Management
Advisors at This Location
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The Cassidy Group Team Photo
Merrill Lynch Wealth Management
805.963.6311
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Yonally Compogiannis Group
Merrill Lynch Wealth Management
805.963.6381
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Karry-Kranz & Wasmuth Group
Merrill Lynch Wealth Management
805.963.0333
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Merrill Lynch Wealth Management
805.963.6302
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Vice President, Wealth Management Advisor
805.963.6331
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Financial Advisor
805.963.6363
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First Vice President, Wealth Management Advisor
805.963.6309
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Managing Director, Wealth Management Advisor
805.963.6352
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Senior Vice President, Wealth Management Advisor
805.963.6328
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Resident Director
805.963.6354
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Senior Vice President, Wealth Management Advisor
805.963.6349
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Managing Director, Senior Financial Advisor
805.963.6382
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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.
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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.
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