Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Watch experts answer key questions to help you and your employees prepare for rising costs and game-changing innovations in our healthcare system.
Dustin has been in the Financial Services industry for over fifteen years. He began working with Merrill Lynch Wealth Management in 2005. He helps individuals and businesses with the preparation and transition into retirement by building a disciplined structure and providing guidance when needed most.
Dustin focuses on working towards the clients’ goals and objectives, which is of the utmost importance to him. He accomplishes this by building a close relationship with each individual/family to better understand all aspects of their financial lives. His consultative approach helps him match the right strategies to each unique situation. By utilizing Merrill's industry leading resources and incorporating the Merrill Lynch Wealth Management process, he is able to create an ongoing disciplined plan for the client whether it is to fulfill their desired retirement lifestyle, provide investment management, or ultimately help them transfer wealth to their heirs. As always, he continues to look for ways to improve both sides of the clients' balance sheet. As their lives continue to change, so does their financial picture. Dustin strives to provide excellent service and to stay involved with each clients’ lives to help ensure we are taking advantage of every opportunity and establishing the proper protection.
Dustin graduated from the Craig School of Business at California State University, Fresno. He enjoys spending time with his family as well as spending time on the golf course.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Bullard High School
California State University Fresno
Fresno City College
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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 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 will work to help you stay on track, regardless of what the markets are doing.
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.