Temecula, CA Better World Cir Office

Keith Meeker is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing clients with personalized wealth management strategies that are flexible to adapt to changing market conditions and aligned with their individual goals and priorities. Keith leverages investment insights from Merrill and the banking and lending solutions of Bank of America to address the comprehensive financial needs of his clients. Keith’s expertise covers a broad range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategies, and retirement income. He emphasizes understanding his clients’ full financial picture and life priorities to collaboratively create customized plans. Keith holds a Bachelor’s Degree from Rider University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is actively involved in his community, volunteering as a coach for MVGSA softball and TLL baseball. Outside of work, Keith enjoys baseball, billiards, football, skiing, softball, spending time with his family, traveling, and watching movies.

Dannielle Thomas serves as a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she collaborates with clients to develop strategies aligned with their short-, mid-, and long-term financial goals. She provides guidance on investing, retirement planning, and contingency savings and connects clients with Bank of America specialists for additional services including banking, credit, home financing, and small business solutions. Dannielle holds the Personal Investment Advisor (PIA) designation and completed her high school education at Etiwanda High School. Her approach focuses on understanding the priorities of clients and their families to create tailored financial strategies.

Shirley Thompson is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in Temecula, California. She brings over 15 years of experience in the financial services industry, specializing in helping clients achieve their financial goals through collaboration with CPAs and attorneys. Shirley is a qualified Senior Portfolio Advisor who provides traditional advice and manages custom investment strategies, leveraging a broad selection of Merrill Lynch model portfolios and third-party strategies. In her role, she may also manage investment advisory program strategies on a discretionary basis. Shirley holds a Chartered Retirement Planning Counselor (CRPC) designation, along with Series 7 and 66 FINRA registrations and an Insurance License. She has completed coursework including Fundamentals of Investments and Process and Environment from The American College. Her academic credentials include a Bachelor of Science Degree in Business Administration with dual emphases in Finance and Management Information Systems from the University of California, Riverside, and an MBA with a focus on Finance from California State University, Long Beach. In addition to her professional career, Shirley is involved in community organizations such as the Chinese Bible Church of Temecula Valley and the French Valley Baseball Softball Association. She also participates actively with Best Buddies, a nonprofit supporting friendships for people with intellectual and developmental disabilities. Shirley enjoys traveling and baseball, having visited all but four baseball stadiums in the United States. She resides in Murrieta, California, with her husband Robert, a licensed attorney and CERTIFIED FINANCIAL PLANNER® professional at Merrill Lynch Wealth Management, and their four children.

Christopher Hoff is a financial advisor at Merrill in Temecula, CA, holding Series 63 and Series 66 designations with 19 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2012. 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.

Gustavo Rodriguez Lopez is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement income planning and educational funding. He employs Merrill's wealth planning approach to assist clients in identifying and pursuing their financial goals by creating personalized plans aligned with their risk tolerance, time horizon, and liquidity needs. With expertise in managing new wealth, family wealth management strategies, and portfolio management services, Gustavo collaborates with clients to develop financial strategies designed to grow and preserve wealth. He emphasizes understanding clients' priorities and works to educate families, including younger generations, about the planning process and market operations. Gustavo holds a Bachelor's Degree from Escuela Superior Politecnica del Litoral and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is a member of professional organizations such as the Inland Empire HOLA Chapter, Rotary International, and The Benevolent and Protective Order of Elks. Outside of work, Gustavo enjoys boxing, cooking, music, reading, soccer, swimming, watching movies, and spending time with his wife, Diana, their children, Luciana and Sebastian, and their dog in Lake Elsinore, CA.

Michelle Navarro is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, and sports and entertainment. Michelle emphasizes a client-centered approach, aiming to develop wealth plans built around clients' priorities and helping them adjust to inevitable changes. Michelle brings a personal connection to her work, having grown up in a household that struggled with money management. Motivated by these experiences, she built a career in finance to understand banking, saving, and investing. As a Better Money Habits® educator, she has taught financial literacy in local schools and applies this passion to her relationships with clients. As a wife and mother of three, she understands the importance of planning for loved ones and assists individuals, families, and business owners with retirement planning, saving for homes or children's education, investing, and estate planning. Michelle holds a High School Diploma from West Valley High School and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In her personal time, she enjoys baseball, cooking, football, genealogy, music, painting, reading, spending time with her family, swimming, and watching movies.

Mark Sutton is a financial advisor with Merrill in Temecula, CA, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has been with Merrill since 2014. Outside of his advisory role, he serves as a board member of the San Diego Regional Chamber of Commerce. 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, offering model-based and discretionary investment strategies constructed by internal teams and third-party managers.

Brandon Perez is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in employee benefits planning, legacy planning, personal retirement planning, small business strategies, sports and entertainment, and individual and corporate investment strategy. Brandon focuses on helping clients understand their options and make informed decisions, emphasizing a personalized approach tailored to each client's unique situation. Brandon is committed to elevating financial literacy and empowering individuals, families, and business owners to take control of their financial future. He builds lasting relationships founded on trust, transparency, and meaningful results by providing education and ongoing guidance to support clients' long-term objectives. His expertise includes general investing, retirement planning, and saving for unexpected events. He holds a Bachelor's Degree from Columbia Southern University and professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, Brandon enjoys baseball, basketball, football, golfing, pickleball, spending time with his family, and watching movies.

Dominique Ware is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in working with privately held business owners to prepare for major business transitions, enhance personal financial readiness, and plan for life beyond the business. Her expertise includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, sports and entertainment, and tax minimization. Dominique holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her high school diploma from Hamilton High School. Her approach focuses on translating business income into sustainable personal income, stress-testing retirement cash flows, tax-aware liquidity planning, coordinating with clients' brokers and advisors, and structuring long-term wealth for financial independence. Outside of work, Dominique enjoys basketball, chess, cooking, fishing, gardening, music, rock climbing, and spending time with her family.

Heidi Donaghe is a Financial Advisor with Merrill Lynch Wealth Management. In her role as a Merrill Financial Solutions Advisor, she works closely with individuals and families to define their financial goals and develop portfolio strategies tailored to help them achieve these objectives. Heidi provides ongoing advice, adapting portfolio strategies as clients' situations evolve. She focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Heidi helps women navigate important life transitions such as marriage, divorce, career changes, raising children, and retirement, as well as assists seniors in preparing for retirement to support their desired lifestyle. Heidi holds a Bachelor's Degree from the University of California System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional work, she enjoys basketball, cooking, hiking, and spending time with her family.

Eric Willis is a financial advisor with Merrill in Temecula, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Bank of America and Merrill for 10 years. Outside of his advisory role, Willis serves as a general partner of the SoCal Nationals Scout Program, where he dedicates time to coaching and training club baseball teams. 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, and institutions, combining internal and third-party management with support in trading, administration, and custody.

Mirna Soliman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in estate planning and elder law, complementing the broader wealth management services offered by her team. Mirna holds a background in law, practicing as an attorney with a focus on estate planning and elder law. She works alongside her husband Greg, a financial advisor with over 25 years of experience at Merrill Lynch, to support clients’ comprehensive financial and legacy planning needs. Additional personal or community involvement details were not provided.

Michael Taylor is a financial advisor with Merrill in Temecula, CA, holding Series 63, 65, and 66 licenses and 21 years of industry experience. He has been with Merrill and Bank of America since 2016 and has also been associated with Donna Carmichael since 2008. Outside of his advisory role, he serves as a Co-Trustee for a private trust. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Goodin is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 20 years of experience, he serves as a lifetime resource and guide to individuals and families, helping them achieve financial security through a cohesive approach tailored to their unique vision and values. His client focus areas include personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. James holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and holds Series 7, 63, 66, and 31 licenses, as well as a State of California Life, Health, and Variable Contracts insurance license. He earned his high school diploma from Brigham Young University. Outside of his professional life, James and his wife are active in their church and are advocates for adoption and special needs children, drawing from their own family experience of adopting a daughter with cerebral palsy. They have five children and enjoy spending time together.

Christian Rojas is a Financial Advisor with over 14 years of experience in banking and wealth management. He currently works with Merrill Lynch Wealth Management, where he helps individuals and families build personalized strategies that reflect their priorities while adapting to today's evolving markets. He leverages Merrill's investment insights alongside the banking and lending solutions of Bank of America to provide comprehensive financial guidance. His expertise encompasses a variety of focus areas including college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Christian's professional philosophy centers on understanding clients' life priorities to create tailored plans that align with their goals and aspirations. Christian holds a Bachelor's Degree from the California State University System and has earned the Personal Investment Advisor (PIA) designation. He is bilingual in English and Spanish. Beyond his professional work, he is involved in community service, including volunteering with Habitat for Humanity. In his personal time, Christian enjoys basketball, biking, bowling, football, hiking, running marathons, soccer, spending time with his family, and traveling.