Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Who Are We
We are a Goals Based Wealth Management Team working with a select group of clients to establish and help realize goals centered on their 7-life priorities; family, finances, home, health, work, leisure and giving. Incorporating a holistic approach, we help manage personal wealth and liabilities, retirement assets, along with business planning and wealth transfer strategies. Each year we develop relationships with a limited number of new clients.
To develop successful long-term relationships with clients looking to partner with experienced advisors who will assist in understanding and managing their personal and professional financial affairs. The relationship, based on trust and accountability, focuses on what is truly important to each client, allowing them to pursue life goals, dreams and passions.
- To establish goals centered on your 7-life priorities; family, finances, home, health, work, leisure and giving.
- To understand areas in your life, personally, professionally and financially, that create anxiety.
- To establish and maintain a roadmap aligning your resources to your goals.
- To become your financial advocate.
Paul Sanit, CRPC®
Paul Sanit is a First Vice President and Senior Financial Advisor for Merrill Lynch and brings over 36 years of industry experience. He earned a Chartered Retirement Planning CounselorSM designation awarded by the College for Financial Planning. Paul is 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 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. Paul began his financial services industry career in 1981 and dedicated over eight years to E.F. Hutton's Personal Financial Planning Division, where he advised some of the firms most affluent clients. He received a degree in Finance from Hofstra University. Paul has been very involved in the growth of lacrosse in San Diego through coaching and running lacrosse related events. He enjoys golfing, biking and exercise during his free time.
Taylor Holloway is a Registered Client Associate with Merrill Lynch. Taylor is a graduate of San Diego State University with a Bachelors of Science in Business Administration - Financial Services. Taylor has been with Merrill Lynch since 2014, having worked in operations and as the Resident Director’s assistant before transitioning into the Client Associate role. Prior to joining Merrill Lynch, Taylor held industry positions with Waddell & Reed and Ameriprise Financial as a Financial Planning Specialist. During her free time, Taylor enjoys traveling, reading and waterskiing as often as possible. She also enjoys spending time with family and her two dogs Angus and Murphy.
Additional Resource – Wealth Management Lending Officer
You may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized lending guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives.
Our team is involved with local communities, assisting charitable organizations such as Serving Seniors. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
We along with your tax professional can help you understand how it might affect your investment strategy
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.
I believe it’s important that you seek the advice and guidance of an experienced financial 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 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.