Everett, WA

Merrill Lynch Wealth Management Office
2707 Colby Avenue
Suite 1401
Everett, WA 98201
425.258.6292
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Merrill Lynch Wealth Management
425.259.8353
Merrill Lynch Wealth Management
425.259.8365
Merrill Lynch Wealth Management
425.259.8301
Vice President, Wealth Management Advisor
425.259.8353
Senior Vice President, Senior Financial Advisor
425.259.8367
Senior Vice President, Wealth Management Advisor
425.259.8377
Financial Advisor, Senior Portfolio Advisor
425.259.8303
Financial Advisor
425.259.8360
Senior Vice President, Senior Resident Director - Wealth Management Advisor
425.259.8301
Vice President, Senior Financial Advisor
425.259.8313
Managing Director, Wealth Management Advisor
425.259.8365
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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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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®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
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.