Honolulu, HI

About Us We have been serving the Pacific Islands for over 60 years. Our local team consists of a talented group of senior leaders and our Market is lead by Director and Market Executive Jesse Sheley. The financial advisors at our Hawaii and Guam offices can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.