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Wealth Management AdvisorSenior Vice President-Wealth ManagementBREA PLACE145 SOUTH STATE COLLEGE BLVD
Chuck is passionate about helping his clients achieve their financial goals and strives to develop a life long client/advisory relationship. His clients include business owners, physicians, engineers, retirees, and other affluent families. Merrill Lynch enables Chuck to provide boutique service with customized advice including retirement planning, multi-generational planning, investment strategy, tax planning, personal and business lending.Chuck is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Chuck has been in the financial services industry since 1993 and have been working with Merrill Lynch since 2003. Chuck is a graduate of the University of Florida with a B.S. in Economics. He also received an M.B.A. from Southern Methodist University while working full time. He holds FINRA series 6,7,8,63,and 65 registrations. Chuck is originally from southern California, but grew up largely overseas. He lives with his wife and family in Yorba Linda, California.
Additional Resources:You 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 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. Judy Chamberlain, Senior Vice President , Wealth Management Banker, supports your Financial Advisor and his team. Judy has been in the financial services industry since 1971 and joined Bank of America in 1971. To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Registered RD Assistant
Chuck Ives is registered to do business in:AZ, CA, CO, FL, GA, HI, IL, KS, LA, MN, MO, MT, NC, NV, NY, TX, VT, WA, WY
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
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Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
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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.