It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
What’s important to you?
You have priorities and we have the insights you need to keep them front and center.
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
MERRILL LYNCH PLAZA11811 BERNARDO PLAZA COURTSAN DIEGO,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
First Vice President - Wealth Management
First Vice President
Senior Financial Advisor
Reg Senior Client Associate
We believe that our experience and integrity, combined with our access to the vast resources of Merrill Lynch Wealth Management, form the cornerstone of our client relationships and satisfaction. Our experience, which has been broadened through virtually every market condition, is a focal point for individuals, families and businesses seeking a balanced, goals-based wealth management approach. We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client. Our integrity is demonstrated through our transparency. It is our goal to help clients visualize the possibilities of their lifestyle choices and understand the potential risks that may offset them. Our access to BofA Merrill Lynch Global Resources helps us offer insight into the ever-changing shifts of the financial markets. As a client advocate, we can review new opportunities and help educate clients and their families to better understand the markets. We also offer access to a Wealth Management Lending Officer from Bank of America, N.A., who can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into overall investment strategies for clients.We take the time to know our clients as individuals and investors, and we value the relationships we develop. We can explore the individual financial goals that are important to our clients, and create custom strategies designed to help them achieve each of their goals. We see ourselves as a financial ally for each succeeding generation.
_______________________________________________________________Meet Our TeamMichael A. FarrellMichael has been with Merrill Lynch since 1991 and began his career in the financial services industry in 1983. He focuses on investment strategy for our clients and matches portfolios with strategies using our goals based wealth management philosophy. Michael holds the CERTIFIED FINANCIAL PLANNER™> (CFP®)certification and Chartered Retirement Planning CounselorSM (CRPC®) designation. Laura A. PomeroyLaura has been in the financial services industry since 1998 and joined Merrill Lynch in 2006. Her focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals. Laura holds the Accredited Asset Management SpecialistSM (AAMS®) and Chartered Retirement Planning CounselorSM (CRPC®) designations. She is a graduate of Brigham Young University, with a B.S. degree in History. She and her husband, Tim, live in San Diego with their three young children. Donna Luna de la FuenteDonna started her career in the financial services industry with Merrill Lynch in 1978 and rejoined the firm in 2006. During Donna’s 30 plus year career she has held many positions from operations to Resident Director. Donna managed offices in Rancho Bernardo, Escondido, San Marcos and Temecula for a total of 15 years. In 2011 she retired from Branch Management to focus entirely on her investment advisory practice.Donna is married to a wonderful man, Gabriel, and they have been married for over 27 years. Both of them believe in community service and have had the privilege to serve in the local chapter of Rotary International, Kiwanis International and Special Olympics Southern California. They are proud loving parents of a blended family of 6 and have at current count 12 grandchildren.Sandra J. FitchjianSandra joined Merrill Lynch in 1980. In her career at Merrill Lynch she has served in many leadership roles, including resident director’s assistant and registered senior client associate. She is experienced in relationship management and is responsible for providing clients with outstanding personal service and attention. She lives in the San Diego area with her son, Stephen. *The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products. * Chartered Retirement Planning CounselorSM and CRPC® and Accredited Asset Management SpecialistSM and AAMS® are registered service marks of the College for Financial Planning.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Laura Pomeroy is registered to do business in : AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI
Donna Luna de la Fuente is registered to do business in : AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, 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.
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.