Santa Rosa, CA

Merrill Lynch Wealth Management Office
90 South E Street
Floor Gr
Santa Rosa, CA 95404
707.575.6300
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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 Rosa, CA
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
707.575.6305
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Merrill Lynch Wealth Management
707.575.6308
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Merrill Lynch Wealth Management
707.254.4675
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The Tonascia Group
Merrill Lynch Wealth Management
707.575.6319
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Vice President, Wealth Management Advisor
707.575.6309
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Merrill Financial Solutions Advisor
NMLS #2453457
707.293.2525
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Merrill Financial Solutions Advisor
NMLS #759844
707.575.6339
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Assistant Vice President, Resident Director
707.575.6374
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Senior Financial Advisor
707.575.6308
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Vice President, Senior Financial Advisor
707.575.6303
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Vice President, Senior Financial Advisor
707.575.6340
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Managing Director, Wealth Management Advisor
707.575.6305
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Managing Director, Wealth Management Advisor
707.575.6353
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Vice President, Wealth Management Advisor
707.575.6301
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Vice President, Wealth Management Advisor
707.575.6346
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Merrill Financial Solutions Advisor
NMLS #2620757
707.575.6302
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Vice President, Wealth Management Advisor
707.575.6370
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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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 CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.