MANAGING DIRECTOR SENIOR MARKET EXECUTIVE , FOR GREATER OC MERRILL LYNCH WEALTH MANAGEMENT
WHY:30+ years at Merrill Lynch, where he heads its efforts in Orange County.
NOTABLE:Said in February that financial planning discussions increased significantly in 2022, up 40% over the prior year—and are at a five-year high.
QUOTABLE:“Our Orange County advisory teams are engaging with clients at record levels—reviewing financial plans and progress toward clients’ medium and long-term goals.”
