Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Michael lives in Eastside Costa Mesa. He is an active member of the local community for over 20 years. He coached youth sports. AYSO Soccer for 12 years and Newport Mesa Girls Softball for 7 years. He enjoys enriching his Faith, Golfing, Surfing, Snow Skiing, Wine Tasting and most of all loves to spend time with his family. His wife of 22 years, Sarah is a Realtor and they have two daughters. Haley the eldest attends Biola University and is a Division II Softball player for the Eagles. Hannah the youngest is enrolled at Newport Harbor High School and is a Varsity Field Hockey Player.
Working at Merrill Lynch Wealth Management, there is a focus to work with individuals like you to provide goals based wealth planning, tax efficiency and debt management. As an example, focusing on trust planning can help you alleviate burdens, make sure all parties are fairly represented, and transfer wealth not taking away your love ones’ values and work ethics. There is no substitute for working with an advisor that focuses on you and your family on a personal level. By working together, you will receive excellent client service, open communication, and a plan of action designed to meet your wealth goals and vision.
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.