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

All five of our Seattle Denali offices share a common goal: to help affluent households and business owners achieve their financial dreams. While each of our offices has its own team of experienced Merrill Lynch Financial Advisors—nearly 71 in our Seattle Washington headquarters office, and approximately 109 in all, many with professional designations—we regularly talk to and team with each other so we can help shape client recommendations that reflect our combined knowledge, independent thinking and powerful resources.

Before we make suggestions or formulate strategic directions, we take the time to ask questions so we can understand clients’ hopes and dreams, for now and the future. Our Financial Advisors recognize that no two clients are identical, and they work with clients to help them allocate assets and customize portfolios, based on specific need, risk tolerance, comfort level, liquidity needs and time horizon. We offer clients access to specialists from all over the globe, and help in areas such as estate planning services, philanthropic endeavors, investments, income management, concentrated stock strategies, retirement and wealth transfer.

One of our major advantages is being able to provide clients with access to a Bank of America Wealth Management Banker, who can review and help strategize cash management, credit and borrowing needs and opportunities. Business owners and executives can also gain access to Bank of America's Global Commercial Banking group, which offers strategies and solutions for companies, government agencies and not-for-profit institutions with revenues ranging from $2.5 million to $2 billion.
Our goal is to help clients fully integrate and manage all the pieces of their financial lives.

“Asset allocation does not ensure a profit or protect against loss in a declining market.”

Client Commitment



Financial Advisors at this Location

 
  Patricia H. Anderson
  Mark S. Patterson
  Corina L. Davis
 
 
 
 
 
 
 
 
 
 
 
  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
  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
  Matthew Vanbeek
 
 
 
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