Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
5080 CALIFORNIA AVENUE
BAKERSFIELD, CA 93309
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Fred joined Merrill Lynch Wealth Management in 2015 after serving 6 years in the U. S. Army. He served honorably as a Combat Engineer assigned to the U.S. Army's 10th Mountain Division based in Fort Drum, NY. After honorably serving, he then went on to graduate from California State University, Bakersfield with a Bachelor of Science in Business Management and a Bachelor of Arts in Psychology.
Fred joined Merrill in 2015 as a Financial Advisor, where he provides clients with the same honor, integrity, and professionalism that allowed him to serve honorably and with distinction in the military. Making himself a resource of information in retirement and investment planning for both the individual client and for business owners and their business's retirement planning needs.
Our team is involved with local communities, assisting charitable organizations such as United Veterans of Kern County. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
California State University, Bakersfield
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.