Cooper Schulz is a graduate of Pepperdine University with a degree in Business Administration. He began his career at Merrill Lynch Wealth Management in 2025. In 2026, he earned the Chartered Retirement Planning Counselor™, CRPC™ designation.
Cooper's ultimate goal is to help others achieve theirs. His approach pairs the institutional capabilities and intellectual capital of Merrill with a deep understanding of each client's life, values and aspirations. Through comprehensive approach to wealth planning and a trusted collaboration, Cooper helps clients develop an evolving strategy designed to provide clarity for today and purpose for the future.
Cooper is an active member in his local parish community. He has lived in Australia, Washington State, and California. He enjoys travelling abroad to Europe. As a former athlete he enjoys playing pickleball in his free time.
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.
