Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
1331 NORTH CALIFORNIA BLVD.
WALNUT CREEK, CA 94596-4534
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Penny joined Merrill Lynch in 2016, after more than 25 years in the financial services industry. Her focus is on developing tailored strategies to help clients pursue short and long term goals for a select group of high-net-worth individuals, their families and their business. She does this by leveraging the investment insights of Merrill Lynch and access to the full resources of Bank of America. Working closely with clients' other trusted advisors and the vast resources available through Merrill Lynch. Penny takes the time to listen to client financial situations, preferences and goals.
Penny is available to be part of you planning process, to help you achieve your investment goals as well as your personal and family goals. She is dedicated to helping you enhance your life with a personally meaningful financial strategy.
Penny was born and raised in a small town in Montana, close to Glacier National Park. She has lived in Walnut Creek with her husband and son for 20 years. Her daughter, son-in-law and two small grandchildren live near Portland Oregon. Penny has been a devoted volunteer with both the Girl Scout and Boy Scout organizations, as well as with her local schools and church.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Camden High School
DeAnza Junior College
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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.
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 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.