Ontario, CA Via Piemonte Office

Jose Torres is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies to pursue them. His approach includes providing resources for investing, retirement planning, and managing various financial priorities. Jose's areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his High School Diploma from Bell High School and is fluent in English and Spanish. Outside of his professional role, Jose enjoys biking, cooking, spending time with his family, and watching movies.

Chris Cooper is a Senior Financial Advisor at Merrill Lynch Wealth Management. He directs the wealth management strategy, asset allocation, manager evaluation, and liability management for clients, working alongside his partner Michelle Morales. Chris serves a diverse clientele including owners of family businesses, physicians, attorneys, tribal governments, and private foundations primarily in Los Angeles, Orange, and San Bernardino counties. Chris brings to his financial advisory role a background of disciplined service from the United States Air Force, where he served two enlistments, including support of Operation Desert Shield/Storm. As a radar technician for seven years, he developed a commitment to excellence and attention to detail, qualities he applies in managing client portfolios and directing personalized or defined investment strategies. His responsibilities include investment management, tax minimization, estate planning strategies, cash management, and providing access to credit and lending through Bank of America, N.A. Chris earned an Associate's Degree from the Community College of the Air Force and holds the Personal Investment Advisor (PIA) designation. He has received the Air Force Good Conduct Medal, the National Defense Service Medal, and a distinguished graduate award from Airmen Leadership School. Outside of his professional work, Chris resides in Yorba Linda with his partner Michelle and their blended family. He is involved with charitable organizations such as Make-A-Wish and the Wounded Warrior Project, supports his children’s sports teams, and enjoys activities including golfing, traveling, and spending time with family.

Allen Block is a financial advisor with Merrill based in Ontario, California. He holds a Series 66 designation and has 28 years of industry experience. His work history includes roles at Bank of America, N.A. since 2011 and Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Danny De La Mora is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals. He integrates investment insights from Merrill along with banking and lending solutions from Bank of America to address clients’ evolving financial needs. Danny holds a Bachelor's Degree from Universidad del Sagrado Corazon and maintains the Personal Investment Advisor (PIA) designation. He also participates in community activities by volunteering with local organizations, reflecting his commitment to the communities he serves through Merrill.

Michael Wright is a financial advisor with Merrill in Ontario, CA, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Merrill since 2009 and has also been employed with Bank of America since 2004. He serves as a successor trustee for a family living trust outside of his advisory role. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Stephen Fillet is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at U.S. Bank, MUFG Union Bank, and Jesteda Partners. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jeffrey Rosenzweig is a Senior Financial Advisor with Merrill Lynch Wealth Management in Ontario, California. He works closely with individuals and families to develop personalized financial strategies tailored to their unique goals and life stages. His focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, individual and corporate investment strategy, and retirement income. Jeffrey utilizes his expertise to help clients balance saving, investing, and budgeting while encouraging them to enjoy meaningful experiences and consider the impact of their wealth on their well-being and others. Clients rely on his evenhanded advice, patient counsel, and responsive service as he helps them navigate financial planning challenges and opportunities. He earned a Bachelor's Degree from California State University Long Beach and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Jeffrey is actively involved in his community, participating in organizations such as the Kiwanis Club of Ontario, Boy Scouts of America, Etiwanda Bands and Color Guards, First Lego League - Robotics, Fontana Community Little League, and Girl Scouts USA.

Marc Griffis is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2001, including a brief tenure at Bofa Securities in 2019. Merrill, along 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Louie A. Vargas is a Financial Advisor with the HQFV Wealth Management Group at Merrill Lynch Wealth Management. He provides financial advice and planning services to business owners, families, and retirees, helping clients develop personalized financial strategies tailored to their goals, risk tolerance, time horizon, and liquidity needs. Louie holds Series 7, 66, 9, and 10 FINRA registrations and is bilingual in English and Spanish. Louie began his career at Merrill in 2001 supporting ultra-high-net-worth clients in Merrill's Private Wealth Management office in Los Angeles. He became licensed to serve as a Market Supervision Manager in 2008 and later supervised UBS's International Wealth Management business across multiple states until returning to Merrill in 2020. With over 15 years of supervisory experience, he values collaborating with colleagues and providing clients access to comprehensive financial services. The son of a Mexican immigrant mother who worked at Merrill for more than 35 years, Louie is committed to promoting financial literacy and generational wealth building. He participates in Bank of America's Hispanic/Latino Organization for Leadership & Advancement (HOLA) mentorship program and has served as a youth mentor for over a decade. Louie is married and enjoys spending time with his family, preserving family recipes, and researching his family history dating back to 1700s Mexico.

Rick Yzaguirre is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked for over 25 years. Prior to joining Merrill Lynch, he began his career at Smith Barney in La Jolla, California. He is a partner with Yzaguirre, Block, Schnabel & Associates, a team of professionals that collaborates with internal corporate partners at Merrill and Bank of America to provide clients with comprehensive wealth management services. His areas of expertise include executive compensation, personal retirement planning, philanthropic planning, tax minimization, and retirement income strategies. Rick holds the Personal Investment Advisor (PIA) designation and has a high school diploma from San Bernardino High School. He also attended the University of California system but did not receive a degree. Rick follows a philosophy of working closely with clients to develop personalized financial strategies to pursue their long-term goals. Outside of work, he volunteers with community organizations and enjoys cooking, hiking, and spending time with his family.

George Haro is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with Merrill clients to understand their current financial situations and to introduce solutions available through Merrill and Bank of America. His approach involves helping clients identify what matters to them and their families in order to create strategies that pursue their financial goals. He aims to empower clients with the knowledge and tools necessary to take control of their financial lives. George's client focus areas include college education planning, family wealth management strategies, personal retirement planning, small business strategies, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and as a Personal Investment Advisor (PIA). He obtained his high school diploma from Jefferson High School. Beyond his professional responsibilities, George commits time to coaching his children and engaging in volunteer work within his community. He is involved with organizations such as Claremont Fastpitch, Kiwanis International, and Habitat For Humanity. His personal interests include basketball, softball, spending time with his family, watching movies, and woodworking.

Clarissa Schnabel is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Merrill, along 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.

Charles Lewis is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2017 and is currently associated with Bank of America. Outside of his advisory role, he is listed as the owner of BRWNSKNGRL LLC, a specialty gifts business operated by Dana Lewis. Merrill, along 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.

Eugene Ocasio is a Senior Financial Advisor with Merrill Lynch Wealth Management. With 17 years of experience, he specializes in a range of client focus areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. He works closely with clients to develop personalized financial strategies tailored to their long-term goals. Eugene holds a Bachelor's Degree from the California State University System and has earned the Personal Investment Advisor (PIA) designation. He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, Eugene enjoys baseball, basketball, boxing, fishing, football, music, reading, traveling, and watching movies.

Illya Williams is a financial advisor with Merrill in Ontario, CA, holding a Series 66 designation and 8 years of industry experience. His prior work includes roles at Bank of America, US Bank, and Wells Fargo Bank. Outside of finance, he is an independent consultant for Pampered Chef, where he sells kitchen tools through in-person and online events. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering strategic asset allocation and tax-aware investment options.