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
Merrill Lynch Wealth Management
707.575.6308
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Merrill Lynch Wealth Management
707.254.4675
The Tonascia Group
Merrill Lynch Wealth Management
707.575.6319
Vice President, Wealth Management Advisor
707.575.6301
Vice President, Resident Director
707.575.6374
Merrill Financial Solutions Advisor
707.575.6302
Financial Advisor
707.575.6339
Vice President, Wealth Management Advisor
707.575.6370
Officer, Merrill Financial Solutions Advisor
707.575.6322
Vice President, Senior Financial Advisor
707.575.6340
Managing Director, Wealth Management Advisor
707.575.6353
Vice President, Wealth Management Advisor
707.575.6346
Vice President, Senior Financial Advisor
707.575.6308
Vice President, Senior Financial Advisor
707.575.6303
Managing Director, Wealth Management Advisor
707.575.6305
Senior Vice President, Wealth Management Advisor
707.575.6309
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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.
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.
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.
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.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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.