Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Marty Mitts is a First Vice President-Wealth Management Advisor here at Merrill Lynch Wealth Management. He works with a select group of families and businesses in developing strategies to manage their wealth, and he oversees more than $124 million dollars in corporate, family, and individual assets, as of January 24,2020.
Marty holds the designation of Chartered Retirement Planning CounselorSM (CRPC®). His area of emphasis includes business cash management, retirement plans, college savings plans, investment portfolios, business credit financing and residential lending through Bank of America, N.A. In addition to his own focuses, he regularly works with his client’s other trusted advisors such as CPAs, bookkeepers, lawyers, and trusted family members.
Prior to residing in Fresno, he lived in Southern California for 27 years. He has been married for over twenty four years and has fraternal twins. Marty earned a B.A. Degree in English from Fresno State University, and holds the FINRA Series 7,63,and 65 registrations, and California Life & Health licenses. Marty has also taken Business Management coursework at the University of California at Los Angeles. Prior to joining Merrill in 1994, he completed a successful career in Investment Real Estate. Please consider reaching out to Marty today to begin these important discussions.
You can reach Marty at 559-436-3342 or by email at
Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.
Merrill Life Agency's California License Number 0522776
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.
Fresno State University
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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.
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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.
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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.