Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
555 California St
San Francisco, CA 94104-1503
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With over 30 years of financial services experience, Jocelyn brings her knowledge of the markets to the management of her clients’ portfolios. She recognizes her ultimate responsibility to her clients is to help them build a solid foundation on which to make their financial decisions with confidence. Jocelyn takes a very hands on role in following through for her clients to help make sure their needs are always taken care of with the highest level of attention and that financial strategies are effectively implemented.
Jocelyn is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios.
Jocelyn’s goal is to help guide clients so they can make informed choices that fit their near and long-term goals.
Prior to joining Merrill in July, 2009, Jocelyn was with Smith Barney for 24 + years in various capacities. For 10 years, Jocelyn was a Research Associate with the firm’s Investment Policy Committee in the New York headquarters.
Jocelyn currently serves as Co-President and Treasurer of the Merrill San Francisco Women's Exchange.
Jocelyn earned her Bachelor of Science in Business Administration from the University of Denver in Denver, Colorado.|
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Denver
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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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
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.