The SEATTLE Office

Michael  D  Maroni 
Branch Manager
    THE FINANCIAL CENTER
    1215 FOURTH AVENUE
    Suite 2600
    SEATTLE,  WA  98161

    Phone: (206) 464-3500

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SEATTLE Branch Office
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Merrill Lynch Branch Office
SEATTLE 

Branch Office Profile

The Merrill Lynch Downtown Seattle Office focuses on delivering wealth management solutions to high net worth individuals and businesses while delivering unparalleled service. Our goal is to assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through comprehensive financial planning. The process includes asset allocation, portfolio management, liability management, tax minimization, and asset protection. We also assist our clients with concentrated stock positions and hedging and liquidity strategies through alternative investments, collars, and customized liquidity contracts. We work with business owners through all stages of their life cycle, from growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or acquisition of a new site. Our clients have access to a full range of flexible financing products. We also provide succession planning, the private sale of businesses and group benefit plans.

Client Commitment



Financial Advisors at this Location

 
  Patricia H. Anderson
  Mark S. Patterson
  Corina L. Davis
 
 
 
 
 
 
 
 
  John F. Chavez
  Doug Clark
 
 
 
 
 
  William Donnelly
  Darren Gray
  Jose (Joe) Rojas Jr
  Laura Robert
  Robert Gentry
 
 
  Thomas Grava
  Chris Economou
 
  Michael Farnham
  Loren Dols
  Len Radziwanowicz
  Randy White
 
  Aaron Findley
  William Howard
 
 
 
  Wayne C. Hampson CIMA
  Matthew J. VanBeek
 
  Ira Hershkowitz
  Matthew Westphal
  Erin Westphal
 
 
 
 
  Kristina Jensen
  Pamela Hughes
  Christopher Jay
 
 
 
 
  Scott Lillibridge
  Andrew Tempelis
 
 
 
 
 
 
  Thomas L. Reveley
  Charles L. Boykin
  Frank R. Edgar
 
 
 
 
  Wayne Hampson, CIMA
  Matt VanBeek
 
 
 
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