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Find a Merrill® Financial Solutions Advisor™ in Rancho Santa Margarita, 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.

Rancho Santa Margarita

31531 Santa Margarita Pkwy
Rancho Santa Margarita, CA 92688 US
Office Hours
Monday-Friday: 9:00 am - 5:00 pm
Saturday: 9:00 am - 4:00 pm
Sunday: Closed

Financial Solutions Advisor

SAMIRA IZADPANAH

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

BRETT LAURITZEN

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

Meet with a local Merrill Edge Financial Solutions Advisor™ located in Rancho Santa Margarita Bank of America financial centers near you for advice and guidance to help you pursue your financial goals. Visit the financial center at 31531 Santa Margarita Pkwy to meet one-on-one with a Financial Solutions Advisor or call us at 1.888.637.3343.