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
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Merrill Lynch Wealth Management
818.227.6325
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Merrill Lynch Wealth Management
818.227.6391
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Merrill Lynch Wealth Management
805.381.2662
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Merrill Lynch Wealth Management
818.227.6320
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Merrill Lynch Wealth Management
818.227.6307
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The Schwarber, Shaner Group Team Photo
Merrill Lynch Wealth Management
818.227.6387
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Sean Summers Headshot Image
Merrill Financial Solutions Advisor
NMLS #2524026
818.227.6339
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Financial Advisor
818.227.6361
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Merrill Financial Solutions Advisor
NMLS #2468002
818.227.6302
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Financial Advisor
818.227.6381
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Lucy Lu Headshot Image
Merrill Financial Solutions Advisor
NMLS #2520874
818.227.6322
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Senior Vice President, Resident Director - Wealth Management Advisor
818.227.6363
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First Vice President, Senior Financial Advisor
818.227.6385
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Senior Vice President, Senior Financial Advisor
818.227.6320
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First Vice President, Wealth Management Advisor
818.227.6364
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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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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.
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.
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.
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.
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.