Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch Wealth Management Advisor, our primary goal is to be the very best in our field by assisting families, individuals, and business owners in the development of long-term financial strategies.
We aspire to drive away fear by a consultative approach to financial guidance. Taking the time to listen and understand the complexities and opportunities of the client’s lives we serve. Giving clients the opportunity to pause and reflect, so they can understand and discover how we care to help clients pursue and fulfil their dreams.
We do our best to keep clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to investing on the path to realizing their financial independence. We stress a thorough approach to investing based upon a client's specific financial needs, goals, risk tolerance and time frame. We strive to provide an exemplary level of service and world-class advice to all clients.
Our primary objective is to become a lifetime resource to those who have entrusted us with their financial well-being.
"Since you cannot make more time, spend the time that you have more wisely."
Sanford Wheeler, CRPS®, CRPC®
Senior Vice President
Wealth Management Advisor
Sanford Wheeler is a Wealth Management Advisor who joined the Merrill Indian Wells office in 2001.He is a former senior executive in both the private and public sectors.
While completing his graduate studies in Australia, Sanford enjoyed a very successful professional Australian Football career with the Sydney Swans for over 10 years. He also realized success in the corporate arena. Sanford understands the true meaning of teamwork and the value of hard work and preparation.
Sanford runs an advisory partnership which focuses on professional asset management, retirement and creating wealth management strategies for affluent families, nonprofit corporations and business owners. He sees the importance of working from a broad investment platform. He also believes in the benefits of wealth management in helping clients maintain the discipline and dedication required to reach their goals
He feels very passionately about giving back to the community and works with several nonprofit organizations in the Coachella Valley including Habitat For Humanity, Find Food Bank and Pathways to Success.
Sanford enjoys Diving, Surfing, Hunting, Golfing, Fishing, Fitness and the love of his family.
*CRPS®,Chartered Retirement Plans Specialist and CRPC® Chartered Retirement Planning Counselor are registered servicemarks of the college for Financial Planning.
Sydney Australia Greystanes
Our experts examine the forces that are changing the world – and how they may impact your life
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Structured Credit Executive
Bank of America, N.A.
UHNW Insurance Specialist
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
I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
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.