Chavez & Associates

Merrill Lynch Wealth Management
401 Union St
Seattle, WA 98101
(206) 464.3538
Learn more about an advisor's background on
Our commitment to a holistic approach serves as the foundation of our wealth management practice. We help clients develop and execute thoughtful financial strategies to guide them through all stages of life.
Chavez & Associates
Welcome

Thank you for visiting.  We would welcome the opportunity to serve you if our philosophy and approach are aligned with your vision of a wealth planning collaboration.

About Us
Our Philosophy

Our philosophy is simple: invest with purpose and pursue the steps necessary to understand what purpose means to each client.

Meet Our Team
John Chavez,

CFP®

Senior Vice President, Wealth Management Advisor
206.464.3538
Loren Sanchez,

CFP®

Wealth Management Advisor
206.464.4338
Ka L Law
Officer, Registered Senior Wealth Management Client Associate
206.464.2657
Janiece Collopy
Wealth Management Client Associate (FP)
206.464.4372
Huong L Kieu
Wealth Management Client Associate
206.464.4325
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.
Merrill Lynch Logo
Ernesto Abreu
Wealth Management Banking Specialist
Merrill
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.