Santa Clara, CA 2900 El Camino Real Office

Salah Saleh is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies tailored to their unique goals, providing access to investment insights from Merrill and banking and lending solutions through Bank of America. His client focus areas include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and small business strategies. Salah holds a Bachelor's Degree from the University of Michigan System and holds the Personal Investment Advisor (PIA) designation. He communicates in both English and Arabic. Salah emphasizes clear and concise financial advice, helping clients understand their options and make informed decisions. He follows a holistic, human-centered approach to wealth management and values supporting and connecting the local community. Outside of his professional work, Salah spends time volunteering with community organizations. His personal interests include basketball, camping, chess, football, golfing, music, reading, traveling, and spending time with his family.

Andrew Jimenez is a financial advisor with Merrill in Santa Clara, California, holding a Series 66 designation and eight years of industry experience. He has been associated with Bank of America and Merrill since 2011. Outside of his advisory role, he performs part-time mobile food delivery services with Instacart and acts as the primary caregiver for his mother. Merrill, together with its affiliate Managed Account Advisors LLC, provides 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.

Yea Bin Lee is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, Lee worked at Bank of America, Fidelity Investments, and New York Life Insurance Company. Outside of finance, Lee owns and operates a sole proprietorship focused on retail e-commerce selling clothing and cosmetics. 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, and institutional investors.