Merrill Lynch
Dahlila Crespo
Tax Specialist
Sean Curtis
Sr. Operations Analyst
Imran Dadabhoy
Mena Sales Trader
Kem Mikel
Client Associate
David Wagner, Cfp®, Cfa, Cpfa®
Wealth Management Advisor, Senior Vice President
Rena Suzuki
Analyst
Brian Goldstein
Senior Financial Advisor, Senior Vice President Wealth Management
Phillip Stedman
Merrill Financial Solutions Advisor
Ismat Khimani
Senior Resident Director Wealth Management Advisor, Senior Vice President Wealth Management
Roy Patel
Software Packaging Engineer
Amanda Briggs
Senior Registered Client Associate
Lance Williams
Wealth Management Advisor, Senior Vice President Wealth Management