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Find a Merrill® Financial Solutions Advisor™ in Lake Forest, 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.

El Toro

23831 El Toro Rd
Lake Forest, CA 92630 US
Office Hours
Monday-Friday: 9:00 am - 5:00 pm
Saturday: 9:00 am - 4:00 pm
Sunday: Closed

Financial Solutions Advisor

NORMAJANE SOTO

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

ROBERTO VALENCIA

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

Meet with a local Merrill Edge Financial Solutions Advisor™ located in Lake Forest Bank of America financial centers near you for advice and guidance to help you pursue your financial goals. Visit the financial center at 23831 El Toro Rd to meet one-on-one with a Financial Solutions Advisor or call us at 1.888.637.3343.