Indian Wells, CA Office

Richard Post Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 30 years of experience, he provides advisory services to individual and corporate clients, managing investments tailored to each client's needs, objectives, and risk tolerance. His approach emphasizes client-centric strategies, including cash flow analysis, retirement planning, and estate and trust planning through Bank of America Private Bank. He utilizes both traditional financial strategies and innovative customized approaches that may include alternative investments. Rick holds a Bachelor's Degree in Business Administration with a major in Finance from the California State University system and is a CERTIFIED FINANCIAL PLANNER® professional. Throughout his career, he has focused on helping clients navigate financial decisions across different life stages, providing education and solutions that address their evolving priorities. Outside of his professional work, Rick values family and community involvement. He spends time with his wife, Leanne, and their two teenage children. Together, they support local families in need and participate in activities such as staying active and exercising. Rick is also connected to various community organizations including Camp Pendleton, Find Food Bank, Friday Night Lights, and YMCA.

Diane Valenzuela is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1994, focusing on delivering a consistent and customized wealth management experience. Diane works with families to integrate and coordinate all aspects of their lifestyle with their finances, aiming to provide a structured and simple process for managing complex financial lives. Her expertise includes family wealth management strategies, personal retirement planning, portfolio management services, services for defined benefit plans, LGBT wealth planning, small business strategies, women and wealth, and tax minimization. Diane holds the Personal Investment Advisor (PIA) designation and is fluent in both Spanish and English. Diane is actively involved in her community through organizations such as Dream Volunteers, Inland Empire Community Foundation, One Future Coachella Valley, and the Cherie Blair Foundation. Outside of her professional activities, she enjoys cooking, traveling, and spending time with her family. She and her husband have been involved since 2008 in traveling to third world countries to support youth through mentorship and scholarship programs.

Francesco Biasi is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on a range of financial matters including general investing, retirement planning, and emergency savings. Francesco also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Luigi Bocconi University. Francesco's approach emphasizes uncovering what matters most to clients and their families in order to tailor financial strategies accordingly.

Rosalin Schiller is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2004 and joined Merrill Lynch Wealth Management in 2015. Her professional experience includes assisting high net worth individuals and businesses with financial decision-making, uncovering needs, and prioritizing goals. She holds Series 7 and 66 FINRA registrations and is registered in California as a Life, Accident and Health Insurance Agent (Merrill Life Agency's California License Number 0522776). Additionally, she holds the Personal Investment Advisor (PIA) designation. Rosalin's educational background includes a Bachelor's degree from California Polytechnic Pomona earned in 1999. Her client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. She provides access to investment insights through Merrill and banking conveniences and lending solutions with Bank of America. She participates in several professional organizations such as Cal State University San Bernardino Associates, Desert Community Foundation, East Valley Republican Women, Hidden Harvest, Loma Linda Children's Hospital Desert Guild, and Rancho Mirage Republican Women Federated. In her personal time, she enjoys cooking, hiking, and running.

John Thomas is a financial advisor with Merrill Lynch Wealth Management based in Indian Wells, California. In his role, he works closely with clients to understand their financial situations and personal goals, creating and implementing customized wealth management plans aimed at helping them achieve their financial objectives. He specializes in family wealth management, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, and retirement income strategies. John integrates the investment insights of Merrill and the banking services of Bank of America to address the multifaceted financial needs of his clients. John holds a Bachelor's Degree from Boise State University and has earned the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations.

John Haddock is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the Indian Wells office. He began his career with Merrill Lynch Wealth Management in 2011 and has since focused on providing comprehensive financial advice to clients. John specializes in areas such as college education planning, managing new wealth, portfolio management services, tax minimization, and retirement income planning. He holds a bachelor's degree in Finance from California State University, San Bernardino, graduating with honors. John is also a CERTIFIED FINANCIAL PLANNER® (CFP) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. In addition, he holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John resides in Palm Desert and maintains a strong connection to the Coachella Valley community as a lifelong native. He is an avid golfer and enjoys basketball, chess, cooking, football, and table tennis. His approach to financial planning emphasizes collaboration to create personalized strategies aimed at helping clients pursue their goals.

Stephany Calvillo is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. Her prior work includes roles at Walter Clark Legal Group and LG's Steakhouse. Merrill, together with its affiliate Managed Account Advisors LLC, 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, and institutional investors.

Roberto Santos Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2020 and has experience transitioning from retail banking to advisory roles, including working as a Merrill Banking Specialist serving advisory teams in the Inland Empire Market. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of Washington. Roberto focuses on managing new wealth, personal retirement planning, portfolio management services, and retirement income. He works with clients by listening and helping them make informed decisions to build comprehensive wealth management strategies tailored to individual needs. He primarily works with active and retired professionals who value direct communication delivered with kindness and an invested interest in their success. Outside of his professional work, Roberto has personal interests in basketball, football, hiking, and pickleball. He is fluent in English and Spanish.

Mark Zimmerman is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in private wealth management. He specializes in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, special needs planning strategies, sports and entertainment, and retirement income. Mark applies his extensive knowledge of economic trends and history to develop comprehensive wealth management strategies tailored to clients' goals. Born and raised in Brooklyn, New York, Mark earned a Bachelor's Degree from Brooklyn College before relocating to California 42 years ago. He holds the Personal Investment Advisor (PIA) professional designation. Mark is a supporter of TERI, Inc., a nonprofit organization dedicated to providing housing and education for individuals affected by autism and other developmental disabilities. He is also active in the Southern California motorsports community. Mark and his wife live in La Quinta, California.

Augustino Suafoa serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing strategies for high-net-worth individuals, their families, and businesses to meet both short- and long-term financial goals. His approach involves a comprehensive discovery process that addresses not only financial matters but also health, family, charitable giving, home, work, and leisure to build structured plans aligned with clients' objectives, risk tolerance, and time horizons. Augustino focuses on goals-based wealth management, including wealth accumulation, preservation, and transfer. Prior to his career in financial services, Augustino served in the U.S. Navy in Norfolk, Virginia, and continues to serve in the Active Reserves in Coronado, California. His experience informs his passion for veterans' issues, and he is a member of the San Diego Military Advisory Council as well as the USNA Alumni Association. Augustino holds a Bachelor of Science degree in Finance from California State University and studied Economics at the United States Naval Academy from 1996 to 2000. He is also a Personal Investment Advisor (PIA). Outside of his professional responsibilities, Augustino enjoys spending time with his wife Jennifer and their four children in Rancho Mirage. He is active in training their Maltese puppy and participates in boating activities with the Navy. His personal interests include basketball, football, golfing, hiking, reading, skiing, traveling, and watching movies.

Antonieta Sanchez is a financial advisor with Merrill in Indian Wells, CA, holding a Series 66 designation and over 25 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Venetta Reyes is a financial advisor with Merrill in Indian Wells, CA, holding Series 63 and Series 66 registrations and bringing 30 years of industry experience. She previously worked at UBS Financial Services for 25 years and Morgan Stanley for two years before joining Merrill in 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Tanner is a financial advisor with Merrill, holding a Series 66 credential and 19 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2013. Outside of his advisory role, Tanner serves on the advisory board of the Family YMCA of the Desert and is involved in a nonprofit sports organization supporting youth athletics, where he also coaches a travel football team. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes integrated investment management solutions, manager selection, and tax-efficient strategies, supported by its affiliation with Bank of America and a broad capital markets platform.

Ruairi Clerkin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing wealth strategies and financial services since 2006. He works with a diverse client base, helping individuals and families address their immediate priorities while pursuing their long-term financial goals. Ruairi brings a global perspective to his role, having been raised in London and originally from Ireland before relocating to the United States in 2003. His background as a small-business owner informs his approach to client relationships. With expertise in portfolio management, Ruairi focuses on diversified, cost-efficient, and balanced investing. He provides clear and concise advice across a range of financial issues and enjoys building strong relationships with clients and their extended families. He often serves as a liaison to the Palm Desert community. His client focus areas include college education planning, personal retirement planning, philanthropic planning, and tax minimization. As a qualified Portfolio Manager, Ruairi manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Ruairi earned a Bachelor of Science degree from the University of Surrey in London. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ruairi lives in Palm Desert with his wife and two sons and has personal interests in hiking, running, skiing, soccer, and tennis.

Tasha Posa is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal and third-party investment teams.