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Find a Merrill® Financial Solutions Advisor™ in San Diego, 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 Bernardo

16849 Bernardo Ctr Dr
San Diego, CA 92128 US
Office Hours
Monday-Friday: 9:00 am - 5:00 pm
Saturday: 9:00 am - 4:00 pm
Sunday: Closed

Financial Solutions Advisor

KATHY PETERSEN

Financial Solutions Advisor
kathy.s.petersen@ml.com
My Websitehttps://fsa.merrill.com/kathy-s-petersen
EmailSchedule an appointment

DANIEL PETRANGELO

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

Meet with a local Merrill Edge Financial Solutions Advisor™ located in San Diego Bank of America financial centers near you for advice and guidance to help you pursue your financial goals. Visit the financial center at 16849 Bernardo Ctr Dr to meet one-on-one with a Financial Solutions Advisor or call us at 1.888.637.3343.