Carrano & Associates

Merrill Lynch Wealth Management

1211 SW 5th Avenue
Suite 2400
Portland, OR 97204
(503) 221-4632
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Carrano & Associates’ mission is to help our clients define and pursue their vision of financial success. Thank you for visiting our site.  We invite you to learn more about Carrano & Associates and the differences in our service clients appreciate by exploring the “About Us” and “Meet Our Team” sections of the site.
Carrano & Associates
Merrill Lynch Wealth Management
Welcome

Welcome to our website.  It is our mission to help each client define and pursue their own vision of financial success.  We believe that the delivery of favorable results requires thorough understanding, confidentiality, trust, effective communication, consistent and reliable execution, progress measurement, and adaptation to change.

Our team is comprised of 5 deeply and diversely trained, experienced, skilled and credentialed individuals who seek to understand all important aspects of clients’ financial lives, assisting directly within our areas of professional experience, and collaborating with clients’ other trusted advisors in related disciplines where appropriate. 

In order to deliver the services standards our clients deserve, we believe this kind of diverse and coordinated team is required, focused – not only on a portfolio’s performance – but more holistically with respect to each client’s financial success. 

Your financial success in your own terms is our goal.

About Us
Welcome

Welcome to our website. It is our mission to help each client define and pursue their own vision of financial success. We believe that the delivery of favorable results requires thorough understanding, confidentiality, trust, effective communication, consistent and reliable execution, progress measurement, and adaptation to change.

Our team is comprised of 6 deeply and diversely trained, experienced, skilled and credentialed individuals who seek to understand all important aspects of clients' financial lives, assisting directly within our areas of professional experience, and collaborating with clients' other trusted advisors in related disciplines where appropriate.

In order to deliver the services standards our clients deserve, we believe this kind of diverse and coordinated team is required, focused – not only on a portfolio's performance – but more holistically with respect to each client's financial success.

Your financial success in your own terms is our goal.

Meet Our Team
Michael Carrano,

AAMS™, CPWA®, CRPS™

Senior Vice President, Wealth Management Advisor
503.221.4632
Joe Sillay
Vice President, Senior Consultant
503.221.4648
Chelsea Dwyer,

CRPC™

Assistant Vice President, Financial Advisor
503.221.4645
Ashley J Hartley,

AAMS™

Vice President, Business Manager
503.221.4709
Brian Jones
Registered Wealth Management Client Associate
503.221.4727
David Pierce
Registered Wealth Management Client Associate
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
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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AAMS™ and Accredited Asset Management Specialist™, and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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 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 Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.