The Bruce Oliveri Burns Group

Merrill Lynch Wealth Management
560 South Winchester Blvd
San Jose, CA 95128
(408) 554-7901
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The Bruce Oliveri Burns Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Bruce Oliveri Burns Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

About Us
Mission Statement

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Team
Graham Bruce,

CRPC™

Senior Vice President, Senior Financial Advisor
408.554.7942
Rosario Oliveri,

CFP®,CPFA™,CRPC™

Senior Vice President, Wealth Management Advisor
408.554.7936
Michael Burns,

CRPC™

Vice President, Senior Financial Advisor
408.554.7959
Rory C Wiebusch
Registered Senior Wealth Management Client Associate
408.554.7901
Gervaise M Martin
Wealth Management Client Associate
408.260.6042
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.
Silvia Garcia
Wealth Management Banking Specialist
David Rubalcava
Wealth Strategies Advisor
Shanan Resop
Wealth Management Lending Officer
NMLS #633098
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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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.
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.