Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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Our Hawaii based team originated with Ron Hochuli in 1986 and continues with this multigenerational group under the leadership of Chris Hochuli, including an integrated partnership with the Los Angeles based Jones Zafari Group.
Chris Hochuli, representing the group, has received a number of accolades:
• Barron’s Magazine, “Top 1200 Financial Advisors State-by-State”, 2017.
• Forbes, "Best-in-State Wealth Advisors", 2019, 2020.
Andrea Zannoni, representing the group, has received:
• Forbes, "Best-in-State Next Generation Wealth Advisors", 2019
We are a group of individuals who “live our beliefs”
- Richness of life
- Sense of community
Our team is built on trust, in each other, our partners and our clients. We believe in education as a guiding tool and our values act as the core principle for our behavior.
The needs of high net worth families are distinctive, requiring the utmost professionalism, discretion, and focus. The range of services provided by our wealth management group and our support staff at Merrill reaches far beyond investments and is designed to address clients’ complex financial needs.
A clear, methodical structure has been created to help ensure a consistent client experience across multiple generations.
- Client to advisor ratio is purposefully kept low
- Comprehensive client reporting
- Regular quarterly meetings to review objectives and performance with ongoing support on a daily basis
We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.
Our job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.
Our approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2019, 2020
Barron’s 2017 “America’s Top 1,200 Financial Advisors: State-by-State”
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Learn about the MyMerrill Mobile App.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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 we can help you create a financial approach that reflects your personality. Only then can we 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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.