Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Moll, Henziak & Associates employ a caring, high-touch approach in serving as personal advisors for clients including, high-net-worth individuals, families and business owners. The team focuses on retirement planning, investment management, estate planning services, wealth transfer strategies, insurance, lending and personal banking through Bank of America, N.A.
With a genuine interest in the lives and careers of clients – and fascination in their accomplishments – the team utilizes their over 40 years combined wealth management experience to help simplify the complexity in clients’ financial lives by providing advice based on time-tested investment and planning principles. The team has a defined process by which they work with each client. They insist on understanding the specific situations of the people they work with; this helps the team establish objectives, develop an appropriate strategy, give sound advice, and regularly review the progress the team and clients are making together toward reaching those goals and objectives.
“Our goal is to become a trusted resource to clients so that they may rely on us for financial advice and guidance in their pursuit of personal, financial and professional success.” Partnering with a team of specialists and utilizing world class research by BofA Merrill Lynch Global Research, the team assists clients in every aspect of their financial lives to develop and implement wealth management strategies.
|Taryn P. Moll, CFP®
First Vice President
Wealth Management Advisor
After launching her financial services career in banking in 1985, Taryn joined the Laguna Hills office of Merrill Lynch in 1989 as a Financial Advisor, where she has provided clients with her holistic and disciplined approach to wealth management ever since.
Taryn lives in Coto de Caza with her husband, Dean. During their free time, they enjoy relaxing at the beach, swimming and gardening.
Wealth Management Advisor
Pete began his career with Merrill Lynch in 1997 at the Houston Galleria office. During his career he has served in a number of leadership roles including, Client Relationship Manager, Business Manager, Administrative Manager and Regional Administrative Manager overseeing over 900 Financial Advisors.
Pete and his wife Marnie live in Laguna Niguel with their yellow Labrador Retriever named Milo. They enjoy the outdoors and have a love for the ocean; spending free time surfing, fishing, running, cycling and golfing.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
West Brook High School
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer, NMLS #175621
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.