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Find a Merrill® Financial Solutions Advisor™ in Palo Alto, 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.

Palo Alto Main

530 Lytton Ave
Palo Alto, CA 94301 US
Office Hours
Monday-Friday: 9:00 am - 5:00 pm
Saturday: 9:00 am - 4:00 pm
Sunday: Closed

Financial Solutions Advisor

JEN MA

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

JUDY ZHU

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

Meet with a local Merrill Edge Financial Solutions Advisor™ located in Palo Alto Bank of America financial centers near you for advice and guidance to help you pursue your financial goals. Visit the financial center at 530 Lytton Ave to meet one-on-one with a Financial Solutions Advisor or call us at 1.888.637.3343.