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The Tally Saltzman Group
Merrill Lynch Wealth Management
100 Wilshire Boulevard
Suite 300
Santa Monica CA 90401
(310) 996.2047
(310) 996.2047
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Your wealth is your security, your legacy, and your bridge to the generations that follow. At The Tally Saltzman Group, we understand that mindset. We work hard to bring you a different caliber of advice and insight, placing you at the center of our focus. We help you discern what you want to accomplish, walking with you through important milestones in your wealth. We also look to relieve your financial stress, removing that burden from your shoulders and that of successive generations.
Your wealth is your security, your legacy, and your bridge to the generations that follow. At The Tally Saltzman Group, we understand that mindset. We work hard to bring you a different caliber of advice and insight, placing you at the center of our focus. We help you discern what you want to accomplish, walking with you through important milestones in your wealth. We also look to relieve your financial stress, removing that burden from your shoulders and that of successive generations.
The Tally Saltzman Group
Recognition
The Tally Saltzman Group
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
About Us
Guides in Your Financial Journey
At the Tally Saltzman Group, we place you at the center – crafting strategies that help secure your future and the generations that follow
Meet Our Team
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.
Jennifer E Shen
Senior Wealth Management Lending Officer
Bank of America, N.A.
Omar Godoy Tadeo
Wealth Management Banking Specialist
Merrill
Joseph Abinanti
Alternative Investments Regional Specialist
Bank of America, N.A.
Expand to see all specialists
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.