Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2019 and 2020
Weldon L. Poole, CFP®
Senior Vice President
Wealth Management Advisor
Weldon is a Senior Vice President and Wealth Management Advisor with Merrill based in Palo Alto, California. Joining Merrill in 1995, his focus is on assisting clients in the planning and realization of their financial goals.
Weldon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Weldon was also recognized by Forbes as "Best in State Wealth Advisors for 2019 and 2020."
Weldon is committed to providing outstanding guidance and service. His belief in a planning based approach, means that all relationships begin with an assessment of the four critical components of wealth management:
(1) Tax Liability, (both income and estate)
(2) Cash Flow needs
(3) Risk Management Issues
(4) Asset Management
He can then address critical needs such as, concentrated stock positions, company stock options, liquidity, alternative investment strategies (where applicable), liability management, and Trust and Charitable services. His approach to wealth management is long-term, consultative and objective.
He will take the time necessary to listen, then advise about choices and options, allowing thoughtful decisions, appropriate to one’s current and long-term objectives.
Weldon graduated from Brigham Young University, Provo, Utah in 1987, where he earned Bachelor of Science degree in Economics.
He currently lives in Fremont, California with his wife, Amanda. They have four adult children.
|To contact Weldon, you may call him at 650-473-7967 or email firstname.lastname@example.org.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Brigham Young University
Forbes "Best-in-State Wealth Advisors"
Learn about the MyMerrill Mobile App.
Supported by the global resources of Merrill, 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 Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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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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.