Santana Row

Merrill Lynch Wealth Management Office
560 South Winchester Blvd
San Jose, CA 95128
408.260.6001
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities.
Santana Row
Merrill Lynch Wealth Management
Advisors at This Location
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The Barnao Group
Merrill Lynch Wealth Management
408.554.7924
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The Bruce Oliveri Burns Group
Merrill Lynch Wealth Management
408.554.7901
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Assistant Vice President, Wealth Management Advisor
408.554.7971
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Senior Vice President, Senior Financial Advisor
408.260.6026
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Merrill Financial Solutions Advisor
NMLS #1138896
408.554.7957
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Vice President, Senior Financial Advisor
408.554.7931
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Financial Advisor
408.260.6069
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Managing Director, Sales Manager
408.554.7907
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Vice President, Financial Advisor
408.554.7908
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Senior Vice President, Senior Resident Director
408.260.6060
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Vice President, Wealth Management Advisor
408.554.7972
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Vice President, Wealth Management Advisor
408.260.6058
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Managing Director, Senior Financial Advisor
408.260.6004
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Vice President, Wealth Management Advisor
408.554.7962
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First Vice President, Wealth Management Advisor
408.554.7924
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Managing Director, Senior Financial Advisor
408.260.6015
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First Vice President, Senior Financial Advisor
408.554.7988
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Managing Director, Wealth Management Advisor
408.260.6013
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Managing Director, Senior Financial Advisor
408.554.7934
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Senior Vice President, Wealth Management Advisor
408.260.6036
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Senior Vice President, Wealth Management Advisor
408.260.6028
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Senior Financial Advisor
408.554.7903
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Merrill Financial Solutions Advisor
NMLS #1832380
408.260.6037
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Financial Advisor
408.554.7987
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Senior Vice President, Wealth Management Advisor
408.260.6005
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Vice President, Wealth Management Advisor
408.260.6073
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Senior Vice President, Wealth Management Advisor
408.260.6025
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Financial Advisor
408.554.7970
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Financial Advisor
408.554.7955
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Financial Advisor
408.554.7921
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Vice President, Senior Financial Advisor
408.260.6010
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First Vice President, Senior Financial Advisor
408.260.6077
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Vice President, Senior Financial Advisor
408.260.6024
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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.
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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.