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1331 NORTH CALIFORNIA BLVD.
Suite 400/700WALNUT CREEK,
Sr Resident Dir - Wealth Mgmt
Senior Vice President-Wealth Management
Wealth Management Advisor
First Vice President-Wealth Management
Reg Senior Client Associate
Registered Client Associate
Michael Dunn, CIMA ®, CPWA ® Senior Vice President- Wealth ManagementSenior Resident Director - Wealth Management Michael joined Merrill Lynch in 1991. He specializes in asset management for private clients with a particular focus in overall wealth management, estate planning issues and risk management. Michael has been a guest speaker on CBS Market Watch, KPIX 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. Her professional licenses include Series 7, 63 and 65.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 AssociateAs a registered Client Associate at Merrill Lynch, 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’s professional designations include the Series 7 and 66. Kara started in the weatlth 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 daughter.Ashley CherryRegistered Client AssociateAshley joined Merrill Lynch in 2014 with over 10 years of industry experience. She currently holds her Series 7, 66, and 24 licenses as well as her California Life and Health license. 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.Additional Resource - Wealth Management BankingYou may also benefit from the experience of a Wealth Mangement Banker 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 Wealth Mangement 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. Cindy W. Lee, Senior Vice President, Wealth Management Banker, supports your Financial Advisor team. Cindy has been in the financial services industry since 1996 and joined Bank of America in 1996.
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
Lee Ann Coburn is registered to do business in:AZ, CA, CO, GA, IL, MA, MD, ME, MI, NC, NJ, NY, OH, OR, PA, 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.