The Economos Group Wealth Management Team Photo

The Economos Group Wealth Management

Merrill Lynch Wealth Management
1331 North California Blvd.
Suite 400/700
Walnut Creek, CA 94596
(925) 988-2108
Learn more about an advisor's background on
Founded in 1993, The Economos Group is one of the leading investment management teams in the Silicon Valley and San Francisco Bay Area.  Serving a diverse set of institutional and individual clients, the group provides wealth advisory services, including portfolio management and financial counseling.
The Economos Group Wealth Management
Merrill Lynch Wealth Management
Welcome

With a deep understanding of proven financial strategies and decades of experience, The Economos Group has become particularly adept at addressing the complex and changing financial needs of high net worth families.  Accomplished CEO’s, company founders and business executives rely on the Economos Group as an essential resource to help them achieve their goals.  

Videos
Insights, observations, and ideas to help you in your pursuits of your financial goals.
Important Video Disclosures
Take charge of your financial future
Recognition
Nicholas Economos
Forbes' "America's Top State-by-State Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
About Us
Welcome

With a deep understanding of proven financial strategies and decades of experience, The Economos Group has become particularly adept at addressing the complex and changing financial needs of high net worth families. Accomplished CEO's, company founders and business executives rely on the Economos Group as an essential resource to help them achieve their goals.

Meet Our Team
Nicholas Economos, CFP®,CPFA™,CRPC™
Senior Vice President, Wealth Management Advisor
925.988.2151
Peter Economos
First Vice President, Senior Financial Advisor
925.988.2134
Veronica Weir
Registered Wealth Management Client Associate
925.945.4866
Sylvia Tieu
Registered Wealth Management Client Associate
925.988.2153
Heather H Stickney
Officer, Wealth Management Client Associate
925.988.2108
Additional Resources
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.
Kate Mao
Wealth Management Banking Specialist
David Rubalcava
Wealth Strategies Advisor
Veronica Lopez
Wealth Management Lending Officer
NMLS #1019073
Expand to see all specialists
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.