PCG Group

PCG Group



Global Wealth Management

1331 NORTH CALIFORNIA BLVD.
Suite 400/700
WALNUT CREEK, 
CA  94596-4534

Directions to Branch
Phone: (925) 945-4800

Email:  

PROFESSIONAL STAFF

(925) 945-4852 Sr Resident Dir - Wealth Mgmt
(925) 945-4868
(925) 945-4854 Wealth Management Advisor
(925) 945-4856 Reg Client Associate
(925) 945-4803 Reg Senior Client Associate
(925) 946-3078 Reg Senior Client Associate
(925) 945-4841 Registered Client Associate

Professional Profile

Michael Dunn, Senior Vice President- Wealth Management, CIMA
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 Zuckerman, First Vice President - Wealth Management
Barry 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.

Robin Anderson, Financial Advisor
Robin joined Merrill Lynch’s Global Private Client Group and the Dunn & Zuckerman Team in 2004, after serving as an independent management consultant for the accounting firm of Jorstad Incorporated. Prior to this, Robin was a Vice President and Partner of Sanford C. Bernstein and Co., Inc in San Francisco where she worked directly with families on portfolio management, investment planning, estate planning and related tax issues. Robin oversaw the management of $500 million in client assets over the course of five years at Bernstein. Previous to her Bernstein experience, Robin was a partner in a large regional insurance firm specializing in self-insurance and pooling of client risk. Robin is a 1981 Phi Beta Kappa graduate of the University of North Carolina at Chapel Hill.


Lee Ann Coburn, - Assistant Vice President
Lee 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 awaarded 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 Johnson, Senior Registered Associate
Joni 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.


Kara Belasco, Registered Client Associate
As 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.

Heidi Fogarty, Senior Registered Associate
In 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.

Michelle Walsh, Senior Vice President - Senior Wealth Management Banker
Michelle has been in the financial industry since 1983 and she joined Bank of America in 1997. She can provide strategic and personalized banking guidance focused on your needs. Working together with the team, she 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

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:CA, CO, IL, MA, MI, NC, NJ, NY, OH, OR, PA, VA, WA

For questions regarding registration information please contact your Financial Advisor.
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