Bellevue, WA

Merrill Lynch Wealth Management Office
10400 NE 4th St
Bellevue, WA 98004
206.464.2615
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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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Merrill Lynch Wealth Management
425.637.4671
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Scher Anderson Group
Merrill Lynch Wealth Management
425.468.1253
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SP Wealth Management Group
Merrill Lynch Wealth Management
425.468.1248
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Arnevick Thaiy Wealth Management
Merrill Lynch Wealth Management
425.467.4929
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Merrill Lynch Wealth Management
425.462.8122
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Allison Thomas Group
Merrill Lynch Wealth Management
425.467.4949
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Merrill Lynch Wealth Management
425.637.4682
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Merrill Private Wealth Management
425.990.2170
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Kang Dime Tran Team
Merrill Lynch Wealth Management
425.462.8136
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Wheatley Wealth Management Group
Merrill Lynch Wealth Management
425.467.4938
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Merrill Lynch Wealth Management
425.462.5625
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Merrill Lynch Wealth Management
425.467.4925
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SP Wealth Management Group
Merrill Lynch Wealth Management
425.462.8118
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Merrill Lynch Wealth Management
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The Centanni Group
Merrill Lynch Wealth Management
425.462.8175
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Merrill Private Wealth Management
425.990.2172
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Merrill Lynch Wealth Management
425.462.8126
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Senior Financial Advisor
425.462.8116
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Senior Vice President, Senior Financial Advisor
425.462.8122
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Senior Vice President, Wealth Management Advisor
425.467.4924
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Senior Vice President, Wealth Management Advisor
425.468.1268
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Merrill Financial Solutions Advisor
NMLS #1913555
425.462.8150
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Vice President, Senior Financial Advisor
425.467.4974
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Senior Vice President, Senior Financial Advisor
425.462.8188
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Vice President, Wealth Management Advisor
425.467.4940
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Merrill Financial Solutions Advisor
NMLS #2466149
425.467.4937
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Theresa Trinidad Headshot Image
Senior Financial Advisor
425.468.1248
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Merrill Financial Solutions Advisor
NMLS #2544264
425.462.8111
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Merrill Financial Solutions Advisor
NMLS #1204172
425.468.1261
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First Vice President, Wealth Management Advisor
425.990.2173
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Vice President, Senior Financial Advisor
425.462.8102
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Financial Advisor
425.462.8184
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Merrill Financial Solutions Advisor
NMLS #1864876
425.462.8158
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First Vice President, Senior Financial Advisor
425.462.8131
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Financial Advisor
425.462.8107
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Financial Advisor
425.467.4932
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Senior Vice President, Wealth Management Advisor
425.462.8118
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First Vice President, Wealth Management Advisor
425.468.1279
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Vice President, Senior Financial Advisor
425.990.2184
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Managing Director, Senior Financial Advisor
425.468.1209
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Vice President, Wealth Management Advisor
425.467.4936
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First Vice President, Wealth Management Advisor
425.637.4674
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Vice President, Wealth Management Advisor
425.462.8181
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First Vice President, Senior Financial Advisor
425.467.4922
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First Vice President, Senior Financial Advisor
425.990.2185
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Jeremy Pawlak Headshot Image
Assistant Vice President, Wealth Management Advisor
425.467.4942
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Vice President, Senior Financial Advisor
425.462.8120
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First Vice President, Wealth Management Advisor
425.462.8165
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Vice President, Senior Financial Advisor
425.462.8138
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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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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.
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.
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
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.
AAMS™ and Accredited Asset Management Specialist™, and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.