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Sr Resident Dir - Wealth MgmtSenior Vice President-Wealth Management1331 NORTH CALIFORNIA BLVD.
Suite 400/700WALNUT CREEK,
Michael T. Dunn, CIMA ®, CPWA ® Senior Vice President- Wealth Management Michael joined Merrill Lynch in 1991. He focuses on asset management for private clients with a particular focus in overall wealth management, estate planning issues, and risk management. Michael served as Chairman of the Resident Director Advisory Council to Management in 2013 and 2014 and is currently Chairman Emeritus. Michael also serves as faculty for the Merrill Lynch Training and Education programs. He has been a guest speaker on CBS Market Watch, and Fox News. Michael graduated from Cal Poly, San Luis Obispo, where he received a degree in Business. Michael also attained his M.B.A. in Finance. He lives in Alamo with his wife and four children. Barry ZuckermanSenior Vice President - Wealth Management Senior ConsultantBarry joined Merrill Lynch in 1987 and formed the Dunn & Zuckerman Team in 1994. With more than 17 years of experience in providing financial services and wealth management advice, Barry’s primary area of practice is non-discretionary portfolio management, concentrated stock, liability management and alternative investments. Some or all alternative investments may not be suitable for certain investors. Barry is a 1973 graduate of Carnegie Mellon University and holds a Masters in Public Health from the University of California at Berkeley.
Lee Ann Coburn, CFP ® Vice President - Wealth Management AdvisorLee Ann works closely with clients and their external advisors, to deliver thoughtful investment management stratigies. Lee Ann began her wealth management career at Morgan Stanley in 2000 and in 2004 earned the CERTIFIED FINANCIAL PLANNER ™, a certification awarded by the Certified Financial Planner Board of Standards., Inc. Originally from Weston, MA, Lee Ann captained the University of Pennsylvania Varsity Women’s lacrosse team, earned recognition by the IWLCA for Academic Excellence, and a degree in International Relations. Lee Ann is committed to serving non-profits including WISE- Women's Initive for Self-Employmen and Penn's Secondary School committee. She enjoys golfing with her husband and reading with their two daughters. Joni JohnsonSenior Registered AssociateJoni began her career in the wealth management industry more than 20 years ago. Seventeen of those years have been with Merrill Lynch Private Client Group. She brings with her a wealth of experience and a very strong commitment to providing our clients with outstanding personal service. She is knowledgeable in all aspects of the administrative and operational issues of investment management. Heidi FogartySenior Registered AssociateIn 1997 Heidi joined Merrill Lynch in Berkeley, CA where she held position of Resident Director's assistant as well as Client Associate. She came to Walnut Creek in May of 2012 and joined our team. She graduated from California State University, Chico in 1988 with a BA degree in Communications and worked for Nordstrom before joining ML. There she learned excellent client service and has brought those skills with her to ML. Heidi enjoys traveling and spending time we her husband, 2 nieces and 3 nephews. She resides in Pleasanton with her husband Shawn. Kara BelascoRegistered Client AssociateKara joined Merrill Lynch as a registered Client Associate. Kara specializes in helping our clients realize their wealth and retirement goals. She works closely with the team’s Financial Advisors to provide exceptional service to clients in the day-to-day administration of these relationships. Kara started in the wealth management industry in 2004. Before that she managed Nordstrom restaurants for over 8 years, while putting herself through college. Kara graduated from San Francisco State University with a BA degree in Psychology. Kara enjoys scuba diving, golf, and spending time with her husband and daughters.Ashley CherryRegistered Client AssociateAshley joined Merrill Lynch in 2014 with over 10 years of industry experience. Ashley brings a strong background in client service and practice management from her years of experience in investments and insurance. Ashley earned her BS degree in Liberal Studies from California State University, East Bay. She enjoys traveling and spending time with her husband and twin boys.Kimberly AlbanoAnalystKim joined Merrill Lynch in 2005 supporting learning and development for Financial Advisors and Client Associates. In 2010, Kim became the Learning Manager driving all learning for Resident Directors, Office Management and Client Associates firm wide. Additionally, Kim designed and coached Financial Advisors and Client Associates on Optimal Client Service Models and Relationship Management processes. Kim graduated from Cal Poly, San Luis Obispo with a Bachelor of Science degree. She resides in Martinez with her husband and two young children. Additional Resource – Merrill Lynch Banking Advisor You may also benefit from the experience of a Merrill Lynch Banking Advisor 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 Banking Advisor 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.Cindy W. Lee, Senior Vice President, Wealth Management Banker, supports your Financial Advisor team. Cindy began her career with Bank of America in 1996. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Investment Management Consultants Association (IMCA®) is the owner of the certification marks CPWA®, Certified Private Wealth Advisor®, CIMA® and Certified Investment Management Analyst®. Use of CPWA®, Certified Private Wealth Advisor®, CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Michael Dunn is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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