PROFESSIONAL PROFILE
Michaelangelo has been in the financial services industry since 2003 and joined Merrill Lynch in 2006. As a Financial Advisor, his focus is on developing wealth management strategies and solutions for high-net-worth individuals and their businesses. His solutions address Retirement Planning, Trust and Estate Planning, Investment Management, Tax Reduction Strategies and Corporate Cash Management.
Michaelangelo's approach to wealth management is consultative. First, he takes the time to assist the client in establishing clear financial objectives. After a thorough assessment of the client's unique situation, he will leverage the resources at Merrill Lynch to develop an appropriate strategy and recommend a customized solution. A comprehensive plan also requires periodic monitoring, which is why Michaelangelo believes client-advisor communication is important to providing insight and guidance in response to developments that may impact the client's objectives.
Michaelangelo is a CHARTERED RETIREMENT PLANNING COUNSELOR certificant (CRPC®), a designation awarded by the College for Financial Planning. His fluency in Spanish language allows him to effectively communicate with Spanish-speaking participants of employer-sponsored 401(k) retirement plans.
Michaelangelo studied Japanese language at the University of California at Berkeley, where he graduated with a degree in Economics. Originally from the Salinas Valley, he has also spent time living and working in Okayama, Japan. He has traveled extensively and now resides in San Leandro, CA.
Debbie White joined Merrill Lynch in 1998 as a registered client associate. Debbie graduated from the University of Utah with a Bachelor of Science. Debbie is dedicated to making sure our clients are completely satisfied with the service they receive from Merrill Lynch. She assists clients with all banking services, asset transfers, federal fund wires, notary services, and all service issue request. Born and raised in the Bay Area, Debbie currently lives in Marin.