Thousand Oaks

Merrill Lynch Wealth Management Office
2815 Townsgate Road
Suite 300
Westlake Village, CA 91361
805.381.2600
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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.
Thousand Oaks
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
805.381.2605
Merrill Lynch Wealth Management
877.876.3713
Merrill Lynch Wealth Management
805.381.1484
Merrill Lynch Wealth Management
805.381.2618
The Zimmerman / Eagle Group
Merrill Lynch Wealth Management
805.381.1492
Merrill Lynch Wealth Management
805.381.2662
Vice President, Wealth Management Advisor
805.381.2612
First Vice President, Senior Financial Advisor
805.381.1471
Vice President, Senior Financial Advisor
805.381.1472
Darren Schwartz Headshot Image
Managing Director, Senior Financial Advisor
805.381.1477
Senior Vice President, Wealth Management Advisor
805.381.1484
Vice President, Senior Financial Advisor
805.381.2605
Hosung Byun Headshot Image
Assistant Vice President, Wealth Management Advisor
805.381.2665
Senior Vice President, Senior Financial Advisor
805.381.2624
Merrill Financial Solutions Advisor
805.381.1482
Vice President, Wealth Management Advisor
805.381.2618
Financial Advisor
805.381.1476
Assistant Vice President, Merrill Financial Solutions Advisor
805.381.2652
Vice President, Financial Advisor
805.381.2648
Senior Vice President, Senior Financial Advisor
800.842.8228
Financial Advisor
805.381.2646
Financial Advisor
805.381.2620
Financial Advisor
805.381.1488
Vice President, Wealth Management Advisor
805.381.2628
Vice President, Financial Advisor
805.381.2685
Financial Advisor
805.381.1495
Senior Vice President, Senior Financial Advisor
805.381.2654
Assistant Vice President, Merrill Financial Solutions Advisor
805.381.2614
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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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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.
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.
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.
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.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.