Our Hawaii based team originated with Ron Hochuli in 1986 and continues with this multigenerational group under the leadership of Chris Hochuli, including an integrated partnership with the Los Angeles based Jones Zafari Group.
The Hochuli Group was named to the 2024 and 2023 Forbes "Best-in-State Wealth Management Teams" (Published annually in January. Rankings based on data as of March 31 of prior year).
Chris Hochuli, representing the group, has received a number of accolades:
• Barron’s Magazine, “Top 1200 Financial Advisors State-by-State”, 2017 (Published on March 6, 2017. Rankings based on data as of September 30, 2016).
• Forbes, "Best-in-State Wealth Advisors", 2019, 2020, 2021, 2022, 2023 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).
Andrea Zannoni, representing the group, has received:
• Forbes, "Best-in-State Next Generation Wealth Advisors", 2019, 2024 (Published annually on Aug - Sept. Rankings based on data as of March 31 of the same year).
We are a group of individuals who "live our beliefs"
- Richness of life
- Authenticity
- Sense of community
Our team is built on trust, in each other, our partners and our clients. We believe in education as a guiding tool and our values act as the core principle for our behavior.
The needs of high net worth families are distinctive, requiring the utmost professionalism, discretion, and focus. The range of services provided by our wealth management group and our support staff at Merrill reaches far beyond investments and is designed to address clients' complex financial needs.
A clear, methodical structure has been created to help ensure a consistent client experience across multiple generations.
- Client to advisor ratio is purposefully kept low
- Comprehensive client reporting
- Regular quarterly meetings to review objectives and performance with ongoing support on a daily basis
Your Financial Approach
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
Taking care of your family and other people in your life
- Trust & Estate Services4
- Education Funding1
- Insurance3
Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
- Home Loans2
- Home Equity Lines of Credit2
- Securities-Based Lending2
- Credit Cards2
Working in retirement, selling or starting a business
- Bank of America Business Banking2
- Exchange Funds1
- Concentrated Stock Management1
- Succession Planning1
Spending your free time in meaningful ways
- Credit Cards2
- Securities-Based Lending2
- Structured Lending2
Volunteering, mentoring others and giving to charities
- Donor-Advised Funds4
- Private Foundations4
- Charitable Trusts4
Using your finances to bring it all together
- Merrill Investment Accounts1
- Investment Advisory Accounts1
- Alternative Investments1
- Exchange-Traded Funds1
- Mutual Funds1
- Closed-end Funds1
- Fixed Income Products1
- Options1
- Annuities3
- Impact Portfolios1
- Market-Linked Investments1
- Securities-Based Lending2
- Margin1
- Home Loans2
- Bank of America Checking and Savings Accounts2
- Credit Cards2
- Online Account Access1,2
**Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
**Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.
CPFA™, CPWA®
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.
