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100 WILSHIRE BOULEVARD
Suite 300SANTA MONICA,
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Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Vice President
Registered Client Associate
We work together to earn long-term relationships with a limited number of clients we know well. We consistently put clients first and adhere to a disciplined goals-based wealth management process. We achieve the best results when investments are aligned with your aspirations, time horizons, liquidity needs, and risk tolerance to empower you to make informed decisions.Investment decisions are guided by the insight of three financial advisors on the team, two of whom are CERTIFIED FINANCIAL PLANNER™ CFP® (CFP®) certificants. Clients have access to the investment insights of Merrill Lynch and the banking convenience at Bank of America. We distill suitable choices for you from the manyavailable options. We employ smart technologies to coordinate with you, your legal and tax advisors, and specialists across the firm for optimal communication, services, and results.We help clients stay on track by meeting regularly, reviewing progress, and adjusting to navigate changing economic/market conditions as well as to accommodate clients’ evolving priorities.
Michael C. Cooper, CFP®Senior Vice President-Wealth ManagementWealth Management AdvisorPortfolio ManagerMike refers to himself as a “raving humanist” who tailors each client’s experience to the person, to the person, to the person. He brings simplicity and market knowledge to clients who look to him for guidance in aligning investments with their retirement goals, values, and priorities. Mike loves what he does, and he does it with dedication and optimism.He began his wealth management career at Bank of America in 1990 and transitioned to Merrill Lynch in 2008. Mike and his wife enjoy adventure, travel, and visiting family in the Midwest, Columbia, Australia and Europe. Free time is devoted to hiking, reading, and listening to modern classical music.Kim Merritt, CFP®Wealth Management AdvisorA mother of three adult daughters, Kim has an affinity for helping families anticipate and navigate events that impact estate planning and wealth transfer. Clients are creative professionals, academics, and women who want their finances aligned with life priorities, risk preferences, and aspirations.Kim joined Merrill Lynch in 2012 after financial product strategy, entrepreneurship, consulting, and real estate investing. She is President of Anderson Women of UCLA Anderson Alumni Network, and on the Board of UCLA Women & Philanthropy. Kim has a BA from Wellesley in Economics and an MBA from UCLA Anderson. Besidesfamily and friends, she loves tennis and the great outdoors.Brandon BurrissFinancial AdvisorSenior Portfolio AdvisorBrandon works with foundations, endowments, and small businesses. He applies process-oriented discipline to client service and portfolio management, and coordinates with specialists across the firm to employ business solutions for clients.Brandon started at Merrill Lynch in 2010 with the Private Banking and Investment Group. Born and raised in Philadelphia, he graduated from DePauw University in Economics. An early education in philanthropy and the human side of economics came from service trips to Peru, Nicaragua, and Beliz; studies in Europe; and business travel to Asia and Latin America.Luisa GarciaRegistered Client AssociateLuisa leads client services for the Cooper Merritt Group and is the first point of contact by phone and in the office. She has worked capably in the financial services industry since 2014. She has a BA in Political Science from UCLA and is a proud native of the Monterey Peninsula.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Kim Merritt is registered to do business in : AL, AZ, CA, CO, CT, DC, FL, GA, HI, IL, LA, MA, MO, NC, NJ, NV, NY, OK, OR, TN, TX, VA, WA
Michael Cooper is registered to do business in : AL, AZ, CA, CO, CT, FL, GA, HI, IL, LA, MO, NC, NJ, NV, NY, OK, OR, TN, VA, WA
Brandon Burriss is registered to do business in : AL, AZ, CA, CT, FL, GA, HI, IL, IN, LA, MA, MI, MO, MS, NC, NJ, NM, NV, NY, OK, OR, PA, TN, TX, VA, WA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.