Profile

Our Focus

We are a group that focuses on the Agricultural, Industrial, Medical and Tech based businesses, business owners and employees that are the heart of California's economy. We adhere to a disciplined process that delivers a consistent yet customized wealth management experience. Our mission is to always do what is best for our clients, build on our integrity, and earn their respect and trust. We structured our team with your needs in mind, and provide you with a broad range of wealth management strategies from Merrill and over 60 years of financial markets experience between the 3 of us. Using our Goals-Based Wealth Management approach, we can leverage the expertise of BofA Global Research for market analysis and risk management strategies to help you address your financial goals. We have a tremendous opportunity to help our business owners put together a thoughtful succession plan to help them achieve their goals. We work closely with our partners at Bank of America for banking and lending services, as well as clients Attorneys and CPAs to offer their expertise in:

Buy Sell Agreements
Wealth Transfer and Trusts
Pre-Liquidity planning
Recapitalization
Lending to a potential buyer
ESOP
Company Retirement Plans
Define Contribution Plans/Defined Benefit Plans
Help Individuals going from Accumulation to Distribution Phase
 


Derek J. Nan
Senior Vice President
Resident Director - Wealth Management Advisor

Derek Nan is a Senior Vice President, Wealth Management Advisor in the Modesto Merrill Lynch Wealth Management Office. Derek joined Merrill in 2007 and he is a graduate of California State University of Stanislaus, where he focused his studies in Economics as well as Business Finance. He has been a life long citizen of the Modesto area and is a member of American Mensa, Past President of Oakdale Sunrise Rotary and involved in the Modesto Sons of Italy. Derek business focus is in planning-based financial advice, estate planning issues, money management, retirement planning issues, small business & corporate 401Ks including defined benefit and cash balance plans.



Eric G. Chu
Wealth Management Advisor

Eric Chu joined the Global Wealth Management division of Merrill in 2016. He is a graduate of the University of California Merced, where he obtained double bachelor degrees in Economics and Business Management. Eric has been involved in the VLAB: MIT Enterprise Forum at Stanford University, Merced Sunrise Rotary, and is involved in the University of California Merced Friend’s Circle philanthropic organization. Originally from the San Francisco Bay Area, Eric now currently resides with his wife in Merced, CA. He enjoys spending time with his family and friends in all aspects from boating on Lake McClure to evening dinner and card games.



Patty Jacques
Registered Senior Wealth Management Client Associate

Patty joined Bank of America/Merrill Lynch Wealth Management in 1979.  Since 2007 Patty has been the client associate for our team helping our clients focus on achieving their financial goals. Patty is a life long citizen of the Modesto area and is currently a proud resident of Ripon, CA with her husband Bart.

**Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.