The SANTA BARBARA Office

Nick  K  Cassidy 
Branch Manager
    1424 STATE STREET
    SANTA BARBARA,  CA  93101

    Phone: (805) 963-0333

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SANTA BARBARA Branch Office
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Merrill Lynch Branch Office
SANTA BARBARA, CA 

Branch Office Profile

The Santa Barbara office is located on along the central coast of California. We focus on delivering wealth management solutions based on each client's risk tolerance, time horizon, liquidity needs and overall investment goals. It is our goal to differentiate Merrill Lynch from other financial services companies by communicating the value of disciplined investing with a focus on personalized client service. In an ever-changing financial world, an experienced partner can make all the difference. Our Financial Advisors have guided clients through virtually every market condition and can help you stay disciplined, identify and capture opportunities, and have confidence in your investment strategy—even during periods of great volatility. With our combined years of service in the financial services industry, we can help you chart a course designed to achieve your goals. And as markets evolve, we can review and update it as needed. We believe that it is our responsibility—and our privilege—to help the communities we share with our clients. Our Financial Advisors have been active in the Santa Barbara area for more than 35 years, giving of their time, knowledge and money to help build, nurture, teach and enrich the quality of life in the region. As part of our efforts, we partner, sponsor and work with a number of respected nonprofit groups and charitable organizations, including Direct Relief International, The Scholarship Foundation of Santa Barbara, United Way, The Santa Barbara Symphony and many other worthy organizations. Our primary focus is to go beyond financial solutions and help our clients achieve the life they want.

Client Commitment



Financial Advisors at this Location

 
 
  Frederick Burrows
 
  Ben Tucker
 
  Nick Cassidy
  Michelle Perry
 
 
 
 
 
 
  John (Steve) Hepp
  Donna Ibarra
 
  Stephen Hepp
  Donna Ibarra
 
  Michael K Karry
  Mark C. Kranz
 
 
  Bruce Micheel
  Marc Gamberdella
  John Spruill
 
  Michael K. Karry
  Mark C. Kranz
 
514E32A2 (JCA*******802)