Walnut Creek

Merrill Lynch Wealth Management Office
1331 North California Blvd.
Suite 400/700
Walnut Creek, CA 94596
925.945.4800
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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.
About the Branch
About Us

The advisors at the branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth planning advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions and traditional investments, as well as providing access to Bank of America's estate planning services, while working with your outside professionals, such as accountants and tax attorneys.

Advisors at This Location
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Merrill Lynch Wealth Management
925.945.4804
Merrill Lynch Wealth Management
925.946.3081
Merrill Lynch Wealth Management
925.945.4852
Merrill Lynch Wealth Management
925.945.4840
Merrill Lynch Wealth Management
925.945.4854
The Sladek Group
Merrill Lynch Wealth Management
925.945.4864
The Cameto Martin Christman Group
Merrill Lynch Wealth Management
775.688.5708
Private Bank
Private Client Advisor II
925.658.1819
The Economos Group Wealth Management Team Photo
Merrill Lynch Wealth Management
Wealth Management Advisor
925.988.2151
Merrill Lynch Wealth Management
925.945.4848
Cusick Catton Group
Merrill Lynch Wealth Management
925.945.4859
Private Bank
Private Client Advisor II
925.658.9749
Merrill Lynch Wealth Management
925.945.4881
Merrill Lynch Wealth Management
925.988.2177
Merrill Lynch Wealth Management
925.946.3065
Merrill Lynch Wealth Management
925.945.4851
Merrill Lynch Wealth Management
925.945.4876
Merrill Lynch Wealth Management
925.945.4897
The Zeising Group
Merrill Lynch Wealth Management
925.946.3088
Merrill Lynch Wealth Management
925.946.3091
Merrill Lynch Wealth Management
925.988.2129
Merrill Lynch Wealth Management
925.988.2111
Managing Director, Wealth Management Advisor
925.945.4813
Senior Vice President, Wealth Management Advisor
925.945.4850
Yu-Sun Chan Headshot Image
Financial Advisor
925.945.4821
Officer, Merrill Financial Solutions Advisor
925.988.2116
Managing Director, Wealth Management Advisor
925.945.4804
Managing Director, Wealth Management Advisor
925.945.4854
Careers At Merrill
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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 CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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.
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.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ 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.