Bellingham, WA Newmarket St Office

David Rubbert is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch 37 years ago and has developed expertise in areas including family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and small business strategies. Throughout his career, he has worked closely with clients at various life stages to develop personalized financial plans aimed at pursuing their long-term goals. David holds a Bachelor's Degree from WWU and the designation of Personal Investment Advisor (PIA). He is committed to providing flexible wealth management strategies tailored to clients' individual financial pictures while leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. Outside of his professional work, David is active in his community through volunteer efforts and enjoys spending time with his family and grandchildren. He also pursues outdoor activities such as fishing, golfing, hunting, and playing pickleball with friends.

Hilary Baumstarck is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 1997 and Bank of America, N.A. since 2009. Outside of her advisory role, she is a limited partner in Pine Street Studios, a for-profit entity based in Portland, Oregon. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Rubbert is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Daniel collaborates closely with clients to develop personalized financial strategies tailored to their long-term goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Montana State University System. Daniel is committed to community involvement and volunteers with local organizations. Outside of work, he enjoys camping, golfing, and hiking.

Tanner Jones is a Financial Advisor based in Bellingham, WA, currently working with Merrill Lynch Wealth Management. With three years at Merrill, he specializes in personal advising, retirement planning, trusts, and estates. He focuses on helping clients pursue their financial goals by developing personalized strategies that consider their unique priorities. His expertise includes college education planning, legacy planning, equity compensation services, managing new wealth, personal retirement planning, portfolio management, and retirement income. Tanner works closely with clients to provide ongoing guidance and access to additional banking and credit resources through Bank of America specialists. Tanner holds a Bachelor's Degree from Western Washington University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Tanner has personal interests in chess, music, pickleball, reading, swimming, and traveling.

Grant Rubbert is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he collaborates closely with clients to develop personalized financial strategies aimed at achieving their long-term goals. He leverages resources from Merrill and Bank of America to provide comprehensive wealth management solutions that adapt to changing market conditions. Grant’s expertise covers managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income planning. He holds a Bachelor’s Degree in Finance from Boise State University and the Personal Investment Advisor (PIA) designation. Beyond his professional responsibilities, Grant coaches high school basketball in Whatcom County, applying his experience as a former player to mentor young athletes. His personal interests include baseball, basketball, chess, golfing, pickleball, table tennis, boating, and spending time with family and friends.

David Puckett is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Flexure, as well as spending 14 years at the University of Phoenix. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Virginia Tobin is a financial advisor at Merrill with Series 63 and Series 66 credentials and 31 years of industry experience. She has been with Merrill since 2009 and also has a longstanding affiliation with Bank of America, N.A., dating back to 2003. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Lori Webber is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1997. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.