Woodland Hills

Merrill Lynch Wealth Management Office
21215 Burbank Blvd
Woodland Hills, CA 91367
800.873.6761
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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.
Woodland Hills
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
818.227.6325
Merrill Lynch Wealth Management
818.227.6391
Merrill Lynch Wealth Management
818.227.6320
Merrill Lynch Wealth Management
818.227.6307
The Schwarber, Shaner Group Team Photo
Merrill Lynch Wealth Management
818.227.6387
Sean Summers Headshot Image
Merrill Financial Solutions Advisor
818.227.6339
Financial Advisor
818.227.6361
Lucy Lu Headshot Image
Merrill Financial Solutions Advisor
818.227.6322
First Vice President, Wealth Management Advisor
818.227.6364
Senior Vice President, Resident Director - Wealth Management Advisor
818.227.6363
Financial Advisor
818.227.6381
First Vice President, Senior Financial Advisor
818.227.6385
Senior Vice President, Senior Financial Advisor
818.227.6320
Officer, Merrill Financial Solutions Advisor
818.227.6302
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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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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.
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ 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 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 Portfolio Management Advisor™, APMA™, and the APMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.