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1331 NORTH CALIFORNIA BLVD.
Suite 400/700WALNUT CREEK,
Wealth Management Advisor
Senior Vice President-Wealth Management
Reg Senior Client Associate
W. Michael Barry CIMA®, C(k)PTM, Senior Vice President - Wealth Management, Wealth Management AdvisorMike's career began at Merrill Lynch in 1989 and he co-founded the Barry & Milligan Group in 2000. His emphasis is managed equity and fixed income portfolios for private clients; focusing on developing asset allocation strategies, investment management due dilligence, strategies for low cost basis shareholders and individual security selections. Mike received his BA in International Relations and Business from the University of California at Santa Barbara. He holds the Certified Investment Management Analyst® (CIMA®) designation from IMCA at the Wharton School of Business, and the Certified 401(k) Professional (C(k)PTM) designation from The Retirement Advisor's University at UCLA. Mike is currently President of the Diablo Charitable Foundation and has served on the board of directors for Rotary International, American Diabetes Association, Walnut Creek Chamber of Commerce and Diablo Country Club. He was a NCAA decathlete and is currently a nationally ranked USATF masters athlete. He and his wife Tricia live in Danville with their two children.
Kelly Milligan – CRPC®, C(k)PTM, Senior Vice President - Wealth Management, Wealth Management AdvisorKelly joined Merrill Lynch Global Wealth Management in 2000. Previously, he was a Vice President with Tucker Alan Inc., a litigation consulting firm. While a generalist, Kelly has extensive experience with tax minimization strategies and executive compensation issues. He is a frequent speaker on the topics of non qualified deferred compensation, concentrated stock and retirement planning. Kelly holds the Chartered Retirement Planning Counselor(SM) CRPC® designation and the Certified 401(k) Professional (C(k)PTM) designation from The Retirement Advisor's University at UCLA. He graduated from the University of California at Berkeley with a BA in Economics in 1990. He then earned his MBA and Juris Doctorate degrees from the Anderson School at UCLA and UCLA Law School in 1996. Kelly is active in Cubscouts and is the acting Cubmaster for Alamo Pack 53. He and his wife Marci live in Walnut Creek with their two children.Sarah Maninang – CFP®, CRPC®, Vice President, Wealth Management AdvisorSarah joined the Berkeley Private Client office of Merrill Lynch in 1998 and subsequently moved to lead the Managed Solutions department at the International Private Client office of Merrill Lynch in London covering Europe and the Middle East. A British national, Sarah graduated from the University of Exeter in Great Britain with Bachelors degrees in both Chemistry and Law. She returned to California in 2001 and now focuses on investment manager due diligence, retirement planning strategies, client experience enhancement and business development efforts for The Barry & Milligan Group. Sarah is a CERTIFIED FINANCIAL PLANNERTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Sarah also holds the Chartered Retirement Planning Counselor(SM) CRPC® designation. Sarah and her husband Rey live in Irvine with their son.Sue Mazzetti - Financial AdvisorSue spent more than 10 years working as a CPA for Ernst & Young’s International Capital Markets Practice in New York. While at E&Y, she provided risk management assurance and advisory services to global financial institutions, including Morgan Stanley, NationsBank, US Bancorp and HSBC. Sue is focused on professional relationship management as a liaison between our clients’ trusted advisors, CPA’s and Estate Planning Attorneys. She graduated magna cum laude from Boston College in 1990 with a BS in Accounting and then earned her MBA in Finance from Columbia University in 1995. She is an active volunteer in her children’s school community and has served on a variety of organizational boards. Sue and her husband, Pete, live in Danville with their three children.Melissa Yue - Financial AdvisorMelissa joined Merrill Lynch's Practice Management Development Program in 2014. She is reponsible for planning and review preparation as well as portfolio analysis and reporting. She graduated from Santa Clara University with a BS in Economics and German in 2006 and then earned her MS in Financial Analysis from the University of San Francisco in 2012. Michelle Walsh - Senior Vice President, Senior Wealth Management BankerYou may also benefit from the experience of a Wealth Management Banker from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Michelle has been in the financial industry since 1983 and she joined Bank of America in 1997.Jennifer Van Til – Registered Senior Client AssociateJennifer joined Merrill Lynch in April 2007. She began her career in the financial services industry in 1987. Jennifer is motivated to provide seamless service for an outstanding client experience however complex the issue. She earned her BA degree in Economics from the University of California at Santa Cruz. Jennifer and her husband, Doug, live in Martinez with their four children.Mary Lorenz - Registered Senior Client AssociateMary began her career in the financial services industry in 1983 and works on administrative and client service issues. She earned her BS degree in finance from the California State University East Bay. Mary is passionate about providing the best customer service, operational and administrative support to each and every one of our clients. Mary and her husband, Joe, live in San Ramon with their three children.
Kelly Milligan is registered to do business in:AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TX, WA, WI
W. Michael Barry is registered to do business in:AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TX, WA, WI
Sarah Maninang is registered to do business in:AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TX, WA, WI
Susan Mazzetti is registered to do business in:AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, LA, MA, MD, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TX, WA, WI
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.
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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.