Bellevue, WA

Merrill Lynch Wealth Management Office
10400 NE 4th St
Bellevue, WA 98004
206.464.3500
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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.
Bellevue, WA
Merrill Lynch Wealth Management
Advisors at This Location
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Tiryakioglu & Woods Group Team Photo
Tiryakioglu & Woods Group
Merrill Lynch Wealth Management
425.637.4671
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Scher Anderson Group
Scher Anderson Group
Merrill Lynch Wealth Management
425.468.1253
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Arnevick Thaiy Wealth Management
Arnevick Thaiy Wealth Management
Merrill Lynch Wealth Management
425.467.4929
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The Hall Group
Merrill Lynch Wealth Management
425.462.8122
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Allison Thomas Group
Allison Thomas Group
Merrill Lynch Wealth Management
425.467.4949
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The Duenwald Group
Merrill Lynch Wealth Management
425.637.4682
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Ferguson, Lubner, Bumpus and Associates
Merrill Private Wealth Management
425.990.2170
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Kang Dime Tran Team
Kang Dime Tran Team
Merrill Lynch Wealth Management
425.462.8136
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Wheatley Wealth Management Group
Wheatley Wealth Management Group
Merrill Lynch Wealth Management
425.467.4938
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Kline And Associates Wealth Management
Merrill Lynch Wealth Management
425.462.5625
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Chan Days Wealth Management
Merrill Lynch Wealth Management
425.467.4925
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SP Wealth Management
SP Wealth Management
Merrill Lynch Wealth Management
425.462.8118
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The Hanover Group
Merrill Lynch Wealth Management
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The Centanni Group
The Centanni Group
Merrill Lynch Wealth Management
425.462.8175
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The Lubner Group
Merrill Private Wealth Management
425.990.2172
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Foreman Rial Group
Merrill Lynch Wealth Management
425.462.8126
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Stephen Bowzer
Vice President, Senior Financial Advisor
425.462.8120
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Finn Kelln
Merrill Financial Solutions Advisor
NMLS #2604737
206.464.3558
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Ryan Warzel
Merrill Financial Solutions Advisor
NMLS #2466149
425.467.4937
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Theresa Trinidad Headshot Image
THERESA TRINIDAD
Senior Financial Advisor
425.468.1248
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Alexander Smith Headshot Image
Alexander Smith
Merrill Financial Solutions Advisor
NMLS #1938796
206.464.4320
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Jeremy Pawlak Headshot Image
Jeremy Pawlak
Assistant Vice President, Wealth Management Advisor
425.467.4942
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John Allison
First Vice President, Senior Financial Advisor
425.462.8131
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James Buchmiller
Vice President, Senior Financial Advisor
425.990.2184
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Jian ZOU
Merrill Financial Solutions Advisor
NMLS #2436478
425.462.5621
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Louis Feinberg
Merrill Financial Solutions Advisor
NMLS #2544264
425.462.8111
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Colin Cook
First Vice President, Wealth Management Advisor
425.468.1279
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Jennifer Sik
Senior Vice President, Wealth Management Advisor
425.462.8118
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Braden Hammer
First Vice President, Senior Financial Advisor
425.990.2185
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Trong Pham
First Vice President, Senior Financial Advisor
425.467.4922
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Michael Imler
Senior Vice President, Wealth Management Advisor
425.467.4924
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Christine Philipps
First Vice President, Wealth Management Advisor
425.462.8165
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Alexander Callahan
Senior Vice President, Senior Financial Advisor
425.462.8188
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Edward Lee
First Vice President, Wealth Management Advisor
425.990.2173
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Ryan Wheatley
Vice President, Wealth Management Advisor
425.467.4940
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Nancy Manzo
Senior Financial Advisor
425.462.8116
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Shane Buller
Merrill Financial Solutions Advisor
NMLS #2483094
206.464.5688
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John Hall
Senior Vice President, Senior Financial Advisor
425.462.8122
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Joseph Osborne
Vice President, Wealth Management Advisor
425.467.4936
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Kurt Schulz
Vice President, Wealth Management Advisor
425.462.8181
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Lori Minard
Senior Vice President, Wealth Management Advisor
425.468.1268
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Prabpreet Minhas
Merrill Financial Solutions Advisor
NMLS #1913555
425.462.8150
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Neil Bonn
Vice President, Senior Financial Advisor
425.467.4974
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Robert Ebert
Financial Advisor
425.305.7489
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Philip Jang
Merrill Financial Solutions Advisor
NMLS #1864876
425.462.8158
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Patricia Murphy-Radigan
First Vice President, Wealth Management Advisor
425.637.4674
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Mark Pederson
Managing Director, Senior Financial Advisor
425.468.1209
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Henry Martin Headshot Image
Henry Martin
Merrill Financial Solutions Advisor
NMLS #2462669
206.464.4306
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Shokouh Mousavi
Financial Advisor
425.462.8184
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Mikihisa Kobayashi
Vice President, Senior Financial Advisor
425.462.8102
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Daniel Sullivan
Financial Advisor
425.468.1261
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Wednesday, August 21st 2024| 5:00 PM PST

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Merrill Financial Solutions Advisor Info Session

If you are an individual who is passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and become an investment specialist in one of our Merrill office locations nationwide. You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.

As a Merrill Financial Solutions Advisor, you will benefit from leads and referrals from Bank of America's financial centers, digital channels and the networks of companies that provide retirement and other financial benefit plans. Using our vibrant high-tech, high-touch capabilities, we are grooming the Merrill Financial Advisors of the future, able to deliver personalized advice at each stage of the clients' financial journey. Join us for an informational session to learn more.

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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.
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.
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.
ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
AAMS™ and Accredited Asset Management Specialist™, and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.