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Wealth Management AdvisorFirst Vice President-Wealth Management1331 NORTH CALIFORNIA BLVD.
Suite 400/700WALNUT CREEK,
Phyllis C. Helfand, CFP® is a First Vice President-Wealth Management of Merrill Lynch Wealth Management with over 30 years of financial experience. A successful Financial Advisor, Phyllis currently has a total client base of over $100 million (as of 12/2014), providing services to individual clients, corporations and institutions. Phyllis is actively involved in several philanthropic activities in the Bay Area. She is a Board Member of the American Jewish Committee, a renowned human relations organization based in New York. Throughout her career, she has been involved in numerous local fundraising and service organizations. Phyllis is an honors graduate of Simmons College, Boston, Massachusetts. She has one grown daughter and resides in Moraga, California.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.
Phyllis Helfand is registered to do business in:AZ, CA, CO, GA, IL, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, PA, SC, 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.
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.