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
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Merrill Lynch Wealth Management
877.876.3713
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Merrill Lynch Wealth Management
805.381.1484
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Merrill Lynch Wealth Management
805.381.2618
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The Zimmerman / Eagle Group
Merrill Lynch Wealth Management
805.381.1492
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First Vice President, Senior Financial Advisor
805.381.2624
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Assistant Vice President, Financial Advisor
805.381.2648
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Vice President, Financial Advisor
805.381.2628
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Financial Advisor
805.381.2620
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Merrill Financial Solutions Advisor
NMLS #2463208
805.381.2611
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Vice President, Senior Financial Advisor
805.381.2605
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Vice President, Wealth Management Advisor
805.381.2612
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Senior Vice President, Senior Financial Advisor
800.842.8228
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Wealth Management Advisor
805.381.2618
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Merrill Financial Solutions Advisor
NMLS #2616457
805.381.1482
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Financial Advisor
805.381.1488
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Hosung Byun Headshot Image
Assistant Vice President, Wealth Management Advisor
805.381.2665
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Financial Advisor
805.381.2646
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Senior Vice President, Senior Financial Advisor
805.381.2654
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Assistant Vice President, Senior Financial Advisor
805.381.1472
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Financial Advisor
805.381.1476
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Vice President, Senior Financial Advisor
805.381.1471
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Senior Vice President, Wealth Management Advisor
805.381.1484
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Financial Advisor
805.381.1495
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Merrill Financial Solutions Advisor
NMLS #890820
805.381.2614
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Darren Schwartz Headshot Image
Managing Director, Senior Financial Advisor
805.381.1477
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Vice President, Financial Advisor
805.381.2685
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Merrill Financial Solutions Advisor
NMLS #2062138
805.381.2652
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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
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.