Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Anthony Parkhill is a Financial Advisor with Merrill Lynch Wealth Management.
Anthony works with families to effectively preserve, manage, and transition their assets. He provides guidance and advice on matters related to creating and monitoring investment portfolios, estate planning services, tax minimization strategies, retirement planning, and business succession or sale planning.
Anthony began his career in finance and investments in 2011 and has held various positions in the financial industry. Prior to joining Merrill, he was a financial advisor with JP Morgan. He has also held the roles of Client Service Associate at UBS Financial Services Inc., responsible for the marketing of a wealth management group, as well as Financial Professional Associate with Prudential Financial responsible for sales mostly of mutual funds, annuities, and life insurance.
Anthony is a native of San Diego. He graduated from San Diego State University with a Bachelor’s degree in Economics and an M.B.A. in Finance. He holds FINRA Series 6, 7, 63, and 66 FINRA registrations and the California Life, Accident, and Health Insurance License.
Anthony now resides in Redondo Beach, and in his free time enjoys playing and watching golf, cycling, and exploring California’s coastline and beaches.
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Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 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.