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Ives Wealth Management  

Ives Wealth Management

Global Wealth Management

Merrill Lynch
145 south state college blvd
Suite 300/350
brea, CA  92821 

Phone(866) 431-3696

Email:  

Directions to Branch

Professional Profile

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 section of TotalMerrill.com

Client Commitment


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

For questions regarding registration information please contact your Financial Advisor.
C8476318 (JCA*******801)