Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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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.
The Hochuli Group was named to the 2023 Forbes "Best-in-State Wealth Management Teams" (Published on January 12, 2023. Rankings based on data as of March 31, 2022)
Chris Hochuli, representing the group, has received a number of accolades:
• Barron’s Magazine, “Top 1200 Financial Advisors State-by-State”, 2017 (Published on March 6, 2017. Rankings based on data as of September 30, 2016).
• Forbes, "Best-in-State Wealth Advisors", 2019, 2020, 2021, 2022, 2023 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).
Andrea Zannoni, representing the group, has received:
• Forbes, "Best-in-State Next Generation Wealth Advisors", 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019).
We are a group of individuals who “live our beliefs”
- Richness of life
- Authenticity
- 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
An effective approach to wealth management requires working closely with you to help identify and define your goals. The process begins by understanding what matters most to you. We help create a financial strategy to pursue your goals that reflects your investment style and is built around your life plan.
Whether you are focused on growing, preserving or transferring wealth the team is committed to helping you address your financial goals 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 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.
Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
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.
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.
Wealth Management Banking Specialist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1103841
Wealth Strategist
Merrill
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By 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 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.
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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