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Find a Merrill® Financial Solutions Advisor™ in Dana Point, CA

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The power to put plans into action

At Merrill, we have the people, tools and personalized advice and guidance to help turn your ambitions into action. A licensed Merrill Financial Solutions Advisor can help you pursue your financial goals and plan for what matters most to you. Meet your local Merrill Financial Solutions Advisor on the phone or at a Bank of America financial center, or call us at 888.637.3343.

Ocean Ranch

32595 Golden Lantern St
Dana Point, CA 92629 US
Office Hours
Monday-Friday: 9:00 am - 4:00 pm
Saturday-Sunday: Closed

Financial Solutions Advisor

DANIEL COTA

Financial Solutions Advisor
daniel.cota@ml.com
My Websitehttps://fsa.merrill.com/daniel-cota
EmailSchedule an appointment

Meet with a local Merrill Edge Financial Solutions Advisor™ located in Dana Point Bank of America financial centers near you for advice and guidance to help you pursue your financial goals. Visit the financial center at 32595 Golden Lantern St to meet one-on-one with a Financial Solutions Advisor or call us at 1.888.637.3343.