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1424 STATE STREETSANTA BARBARA,
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The Santa Barbara office is located on along the central coast of California. We focus on delivering wealth management solutions based on each client's risk tolerance, time horizon, liquidity needs and overall investment goals. It is our goal to differentiate Merrill Lynch from other financial services companies by communicating the value of disciplined investing with a focus on personalized client service. In an ever-changing financial world, an experienced resource can make all the difference. Our Financial Advisors have guided clients through virtually every market condition and can help you stay disciplined, identify and capture opportunities, and have confidence in your investment strategy—even during periods of great volatility. With our combined years of service in the financial services industry, we can help you chart a course designed to achieve your goals. And as markets evolve, we can review and update it as needed. We believe that it is our responsibility—and our privilege—to help the communities we share with our clients. Our Financial Advisors have been active in the Santa Barbara area for more than 35 years, giving of their time, knowledge and money to help build, nurture, teach and enrich the quality of life in the region. As part of our efforts, we partner, sponsor and work with a number of respected nonprofit groups and charitable organizations, including Direct Relief International, The Scholarship Foundation of Santa Barbara, United Way, The Santa Barbara Symphony and many other worthy organizations. Our primary focus is to go beyond financial solutions and help our clients achieve the life they want.
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.