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Find a Merrill® Financial Solutions Advisor™ in Long Beach, 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 Merrill Advisor can help you pursue your goals and plan for what matters most to you – and can meet with you in the way that works best.

Los Altos Center

2240 N Bellflower Blvd
Long Beach, CA 90815 US
Office Hours
Monday-Friday: 9:00 am - 5:00 pm
Saturday: 9:00 am - 4:00 pm
Sunday: Closed

Financial Solutions Advisor

STEVEN LOTT

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

RICHARD TRAN

Financial Solutions Advisor
rtran2@ml.com
My Websitehttps://fsa.merrill.com/rtran2
EmailSchedule an appointment

Meet with a local Merrill Edge Financial Solutions Advisor™ located in Long Beach Bank of America financial centers near you for advice and guidance to help you pursue your financial goals. Visit the financial center at 2240 N Bellflower Blvd to meet one-on-one with a Financial Solutions Advisor or call us at 1.888.637.3343.

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity


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