Ives Wealth Management
Wealth Management Advisor
First Vice President-Wealth Management
145 SOUTH STATE COLLEGE BLVD Suite 300/350
BREA, CA 92821
Phone: (866) 431-3696
Directions to Branch
Chuck is passionate about helping his clients achieve their financial goals and strives to develop a life long client/advisory relationship. His clients include business owners, physicians, engineers, retirees, and other affluent families. Merrill Lynch enables Chuck to provide boutique service with customized advice including retirement planning, multi-generational planning, investment strategy, tax planning, personal and business lending. Chuck is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Chuck has over 20 years of experience as a finacial advisor. Chuck is a graduate of the University of Florida with a B.S. in Economics. He also received an M.B.A. from Southern Methodist University while working full time. He holds series 6,7,8,63,and 65 licenses. Chuck is originally from southern California, but grew up largely overseas. He lives with his wife and family in Yorba Linda, California.
You may also benefit from the experience of a Wealth Management Banker from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Judy Chamberlain, Senior Vice President , Wealth Management Banker, supports your Financial Advisor and his team. Judy has been in the financial services industry since 1971 and joined Bank of America in 1971. To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the
Chuck Ives is registered to do business in:AR, AZ, CA, CO, FL, GA, HI, IL, KS, LA, MN, MO, MT, NC, NV, NY, TX, VT, WA, WY
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of BAC.
Investment products, insurance and annuity products:
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA™ Global Capital Management.