Walnut Creek CA

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
925.946.3065
Merrill Lynch Wealth Management
925.945.4848
Merrill Lynch Wealth Management
925.945.4876
The Economos Group Wealth Management Team Photo
Merrill Lynch Wealth Management
Wealth Management Advisor
925.988.2151
The Zeising Group
Merrill Lynch Wealth Management
925.946.3088
Merrill Lynch Wealth Management
925.988.2177
Merrill Lynch Wealth Management
925.946.3091
Cusick Catton Group
Merrill Lynch Wealth Management
925.945.4859
Merrill Lynch Wealth Management
925.988.2129
Merrill Lynch Wealth Management
925.945.4897
Merrill Lynch Wealth Management
925.945.4851
Merrill Lynch Wealth Management
925.988.2111
Private Bank
Private Client Advisor II
925.658.1819
Merrill Lynch Wealth Management
925.945.4852
Private Bank
Private Client Advisor II
925.658.9749
Merrill Lynch Wealth Management
925.946.3081
Merrill Lynch Wealth Management
925.945.4881
The Sladek Group
Merrill Lynch Wealth Management
925.945.4864
Merrill Lynch Wealth Management
925.945.4804
Merrill Lynch Wealth Management
925.945.4854
The Cameto Martin Christman Group
Merrill Lynch Wealth Management
775.688.5708
Merrill Lynch Wealth Management
925.945.4840
Mick Rognlien Headshot Image
First Vice President, Wealth Management Advisor
925.988.2194
Vice President, Wealth Management Advisor
925.946.3080
Senior Vice President, Wealth Management Advisor
925.946.3060
Senior Vice President, Wealth Management Advisor
925.945.4859
Senior Vice President, Senior Financial Advisor
925.988.2120
Vice President, Senior Financial Advisor
925.988.2117
Senior Vice President, Senior Financial Advisor
925.945.4810
Senior Vice President, Senior Financial Advisor
925.946.3065
Senior Vice President, Senior Financial Advisor
925.988.2135
Senior Vice President, Senior Financial Advisor
925.988.2121
Senior Vice President, Wealth Management Advisor
925.946.3091
Senior Vice President, Wealth Management Advisor
925.208.5177
Richard Strand Headshot Image
Senior Vice President, Wealth Management Advisor
925.945.4851
Officer, Merrill Financial Solutions Advisor
925.946.3087
First Vice President, Wealth Management Advisor
925.945.4829
Senior Vice President, Senior Financial Advisor
925.946.3088
Financial Advisor
925.946.3062
Minjeong Kang Headshot Image
Financial Advisor
925.988.2110
Phuong Thai Headshot Image
Merrill Financial Solutions Advisor
925.988.2183
Vice President, Financial Advisor
925.945.4876
Officer, Merrill Financial Solutions Advisor
925.945.4875
Senior Vice President, Wealth Management Advisor
925.988.2100
Paul Kommer Headshot Image
Managing Director, Wealth Management Advisor
925.988.2111
Financial Advisor
925.945.4803
Senior Vice President, Wealth Management Advisor
925.988.2177
Merrill Financial Solutions Advisor
925.945.4846
Merrill Financial Solutions Advisor
925.988.2126
Financial Advisor
925.988.2130
Financial Advisor
925.946.3073
Financial Advisor
925.945.4824
Senior Vice President, Wealth Management Advisor
925.945.4881
Senior Vice President, Wealth Management Advisor
925.945.4839
Careers At Merrill
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At Merrill, you’re supported by a collaborative and diverse team of dedicated professionals focused on helping you take your practice to the next level.
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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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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
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.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.
CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
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 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.
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.