Seal Beach, CA

Merrill Lynch Wealth Management Office
3010 Old Ranch Parkway
Floor 01
Seal Beach, CA 90740
562.493.1360
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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.
Seal Beach, CA
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
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CDI Wealth Management
Merrill Lynch Wealth Management
562.493.1322
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Vice President, Wealth Management Advisor
562.493.1322
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First Vice President, Senior Financial Advisor
562.493.1313
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First Vice President, Wealth Management Advisor
562.493.1318
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Vice President, Wealth Management Advisor
562.493.1325
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Merrill Financial Solutions Advisor
NMLS #558822
562.493.1350
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First Vice President, Wealth Management Advisor
562.493.1315
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Merrill Financial Solutions Advisor
NMLS #2571803
562.493.1305
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Merrill Financial Solutions Advisor
NMLS #2464062
562.493.1388
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Financial Advisor, Senior Portfolio Advisor
562.493.1320
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Vice President, Resident Director
562.493.1360
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Senior Vice President, Wealth Management Advisor
562.493.1338
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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.