Cusick Catton Group
Merrill Lynch Wealth Management
1331 North California Blvd.
Suite 400/700
Walnut Creek CA 94596
(925) 945.4859
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Designed to be Different  Experience. Acumen. Empathy. Three reasons generations of affluent client families turn to us, stay with us, and continue to refer others.
Welcome

Boutique-like service with the relentless commitment to transparency and customized strategies. The Cusick Catton Group is dedicated to helping you pursue your goals for today while developing wealth strategies designed to support your family members for the years to come.

Recognition
Colleen Cusick
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Women Wealth Advisors Ranking", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "America's Top Women Wealth Advisors", 2021
(Published on March 24, 2021. Rankings based on data as of Sept 30, 2020.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Show more recognition
Cusick Catton Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Our Desire is for you to Succeed

Life is a series of challenges, both welcomed and unexpected. The Cusick Catton Group is committed to helping you meet financial challenges at every stage of life. Whether your focus is on retirement, funding an education for children or grandchildren, transitioning wealth to future generations, providing lifetime care for a family member with special needs – or all of the above – we will work with you to design thoughtful, objective strategies tailored to your individual goals.We built our team from the ground up to align with the needs of accomplished families. We formed our team to remedy a critical shortcoming. Too often, there exists a gap between strategy and execution. Affluent families may have excellent frameworks to build and transfer wealth, but little follow-through. Or they may pursue a multitude of initiatives, but fail to knit them together with coordination and deliberation. The Cusick Catton Group seeks to bridge and bolster both spheres: strategy and implementation, forethought and follow through.The Cusick Catton Group believes every client is entitled to the highest level of personalized service and care. With the global resources of Merrill Lynch Wealth Management, we'll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you. We are an engaged conscious team with the personal and professional experience to address a wide range of wealth management needs. With access to the investing insights of Merrill and the banking conveniences of Bank of America, we will work with you to develop strategies that are designed to address your priories and financial needs.

Meet Our Team
Colleen Cusick,

CIMA®, CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
925.945.4859
John Cusick
Senior Vice President, Senior Financial Advisor
615.750.1012
Maria A Ricciardi-Leonard,

CRPC™

Registered Senior Wealth Management Client Associate
925.945.4873
Chris J Millis,

CRPC™

Registered Senior Wealth Management Client Associate
925.946.3070
William Catton,

CFA

Financial Advisor
925.946.3062
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.
Lisa G. Hall
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #590212
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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.