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Rico G
Series 66
Bakersfield, CA
Merrill
Rico Gonzales is a Series 66-licensed financial advisor with Merrill, based in Bakersfield, CA, and has one year of industry experience. His prior work includes roles at Bank of America and Reyes Coca-Cola Bottling. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs both internal and third-party managers and supports a range of asset allocation and tax-sensitive investment approaches.
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