Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
1331 NORTH CALIFORNIA BLVD.
WALNUT CREEK, CA 94596-4534
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Penny joined Merrill Lynch Wealth Management 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 Wealth Management and access to the banking convenience of Bank of America. Working closely with clients' other trusted advisors and the vast resources available through Merrill, 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 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, 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.