Skip to main content

Find a Merrill® Financial Solutions Advisor™ in Santa Clara, CA

x
x
x

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.

El Camino-Kiely

2900 El Camino Real
Santa Clara, CA 95051 US
Office Hours
Monday-Friday: 9:00 am - 5:00 pm
Saturday: 9:00 am - 4:00 pm
Sunday: Closed

Financial Solutions Advisor

JOANN LEE

Financial Solutions Advisor
joann.lee2@ml.com
My Websitehttps://fsa.merrill.com/joann-lee2
EmailSchedule an appointment

GENESIS RENTERIA

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

Meet with a local Merrill Edge Financial Solutions Advisor™ located in Santa Clara Bank of America financial centers near you for advice and guidance to help you pursue your financial goals. Visit the financial center at 2900 El Camino Real to meet one-on-one with a Financial Solutions Advisor or call us at 1.888.637.3343.