Jones Zafari Group

Private Wealth Advisors

As a team with multigenerational members, we understand what it takes to manage significant wealth for individuals and families across generations.  Working with a limited number of high net worth clients, we help bring an insightful perspective, personalized attention and boutique-like services.

Meet the Team

Your team includes private wealth advisors with Merrill Private Wealth Management as well as financial advisors from Merrill Lynch Wealth Management. Together, they work to help meet the specialized needs of individuals and families of wealth and to build relationships based on trust and personalized service.  Read more about our team.

Richard B Jones

Richard B Jones

Managing Director

Private Wealth Advisor

310.407.4925
Reza  Zafari

Reza Zafari

Managing Director

Private Wealth Advisor

310.407.4923
Jerome S Klein

Jerome S Klein

Managing Director

Private Wealth Advisor

310.407.4919
Thomas P Tournat

Thomas P Tournat

Managing Director

Private Wealth Advisor

310.407.4917
Suzanne W Killea

Suzanne W Killea,

Managing Director

Private Wealth Advisor

650.473.2042
Audney L DePaulo

Audney L DePaulo,

Senior Vice President

Sr. Private Wealth Relationship Manager

310.407.4906
Eleni  Mavromati

Eleni Mavromati,

Senior Vice President

Sr. Private Wealth Relationship Manager

310.407.4913
David L Niehaus

David L Niehaus,

Senior Vice President

Sr. Private Wealth Relationship Manager

310.407.4918
William  Byers

William Byers,

Vice President

Private Wealth Relationship Manager

310.407.4908
Jeremy  DeCuir

Jeremy DeCuir

Assistant Vice President

Private Wealth Relationship Manager

310.407.3929
Fraser  McAlpine

Fraser McAlpine,

First Vice President

Private Wealth Relationship Manager

310.407.4909
Victoria R Santoro

Victoria R Santoro,

Assistant Vice President

Private Wealth Relationship Manager

310.407.4910
Connor  Anthony

Connor Anthony

Registered Analyst

310.407.4914
Naim  Colbert

Naim Colbert

Registered Analyst

310.407.4911
Judith Ignacio Cox

Judith Ignacio Cox,

Assistant Vice President

Private Wealth Analyst Relationship Management

310.407.4920
Lisa L Jurado

Lisa L Jurado

Private Wealth Associate

310.407.4905
Jessica  Lackmeyer

Jessica Lackmeyer

Analyst

310.407.4929
Jacqueline J Lewis

Jacqueline J Lewis,

Assistant Vice President

Private Wealth Analyst Relationship Management

310.407.4916
Brandon M Luckwaldt

Brandon M Luckwaldt

Registered Analyst

858.587.4528
Jenna M Mai

Jenna M Mai

Private Wealth Associate

310.407.4915
Lily Y Masutani

Lily Y Masutani,

Assistant Vice President

Private Wealth Analyst Relationship Management

310.407.4921
Shirley  Valladares

Shirley Valladares

Registered Private Wealth Associate

310.407.4892
Lisa M Young

Lisa M Young

Private Wealth Associate

310.407.4922
Maritza D Camilo

Maritza D Camilo

Senior Private Wealth Associate

650.473.2041
Cyrus  Chan

Cyrus Chan

Registered Private Wealth Associate

650.473.2050
Steven  Adkinson

Steven Adkinson

Senior Vice President

Senior Financial Advisor

949.721.6581
Lucian  Ursan

Lucian Ursan,

Financial Advisor

949.721.6583
Adriane Javier Joya

Adriane Javier Joya

Registered Senior Client Associate

949.721.6580
Jason Kelso

Jason Kelso,

First Vice President

Senior Financial Advisor

310.536.1658
Matthew  Spring

Matthew Spring,

Vice President

Financial Advisor

310.777.5311
Jason T Tong

Jason T Tong,

Financial Advisor

949.721.6582

Additional Resources

Brandon J Sanford

Brandon J Sanford

Sr Structured Credit Exec-R

Jean Kim-Wall

Jean Kim-Wall

Wealth Strategist

Michael B Powers

Michael B Powers

Trust Specialist

Recognition

Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.

Richard B Jones

Forbes “Best-in-State Wealth Advisors”  2018-2019

Forbes’ “America’s Top 250 Wealth Advisors” in  2016 and 2018

 Barron’s “Top 100 Financial Advisors” from 2005 - 2018

Financial Times –“Top 400 Financial Advisers”  Object reference not set to an instance of an object.

Wealth Management “Top 100 Wirehouse Advisors in 2016

Suzanne W Killea

Forbes “Best-in-State Wealth Advisors”  2018-2019

Forbes’ “America’s Top Women Wealth Advisors” Object reference not set to an instance of an object.

Barron’s “Top 100 Women Financial Advisors” in 2009, 2011, 2013 - 2018

Reza Zafari

Forbes “Best-in-State Wealth Advisors”  2018 - 2019

Forbes’ “America’s Top 250 Wealth Advisors” in  2016 - 2018

 Barron’s “Top 100 Financial Advisors” 2005-2018

Barron’s 2018 “America’s Top 1,200 Financial Advisors: State-by-State”

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Jones Zafari Group

From our three locations in Los Angeles, La Jolla, and Palo Alto our group of investment professionals provides financial services and strategies for ultra-affluent individuals, families, corporations, endowments, and foundations. Clients who have entrusted us with $16.5 billion in assets as of February 22, 2019. Clients include entrepreneurs, Fortune 500 executives, media personalities, non-profit organizations, and owners of private corporations; accounts range in size from $10 million to over $1 billion.

Our senior partners have received a number of accolades:

  • Barron’s magazine, “Top 100 Financial Advisors nationally,” 2005 – 2019.1
  • Barron’s magazine, “Top 1200 Financial Advisors State-by-State,” 2009 – 2019.2
  • Barron's magazine, "Top 100 Women Advisors," 2013-2019. 3
  • The Financial Times, ”Top 400 Advisors,” 2013 – 2019. 4
  • Wealth Management magazine, “Top 100 Wirehouse Advisors in 2016."5
  • Forbes' “Top 250 Wealth Advisors,” 2016-2018. 6
  • Forbes' "America's Top Women Wealth Advisors," 2017-2019. 7
  • Forbes' "Best-in-State Wealth Advisors," 2018-2019.8




1Source: Barron's "Top 100 Financial Advisors" list, April 20, 2019. For more information about the selection criteria, go to http://details-he.re/nRnrmS . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

2Source: Barron's “Top 1,200 Financial Advisors” list, March 11, 2019.  For more information about the selection criteria, http://details-he.re/1u7KVH . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

3Source: Barron's "Top 100 Women Financial Advisors" list, June 8, 2019. For more information about the selection criteria, go to http://details-he.re/mD7V23 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

4Source: The Financial Times "Top 400 Financial Advisers" (FT 400) list, April 18, 2019. For more information about the selection criteria, go to http://details-he.re/YNDTvZ . The Financial Times "Top 400 Financial Advisers" (FT 400) list is an independent listing produced by the Financial Times. All rights reserved.

5Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2016” list, May 1, 2016. For information about the selection criteria, go to http://details-he.re/YmYuUA . WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved.

6Source: Forbes "America's Top 250 Wealth Advisors" list, developed by SHOOK Research, September 2018. For more information about the selection criteria, go to http://details-he.re/WHDBy4 . All rights reserved.

7Source: Forbes "America's Top Women Wealth Advisors" list, April 30, 2019. For more information about the selection criteria, go to http://details-he.re/SUjZgX . Forbes is a trademark of Forbes Media LLC. All rights reserved.

8Source: Forbes "Best-in-State Wealth Advisors" list, February 2019. For more information about the selection criteria, visit: http://details-he.re/xR7HbE . Forbes is a trademark of Forbes Media LLC. All rights reserved.

The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Such rankings should not be construed as an endorsement of the advisor.




 

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor it and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Depth of Experience

We draw upon the combined talents and efforts of all of our team members. The breadth of our group enables us to provide clients with in-depth knowledge within an intimate, attentive framework that is highly focused on their needs. Each client has direct, one-on-one access to a partner of our group. The immediacy of this relationship, combined with the scope of our services, creates a powerful dynamic that seeks to enhance, organize, and streamline clients’ financial lives.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Focused Attention

We inherently recognize that the needs and desires of high-net-worth clients are distinctive, requiring the upmost professionalism, discretion, and focus. Our strategies and offerings are designed to address clients’ complex, wide ranging financial needs:



  • Investment management

  • Trust and estate planning strategies

  • Brokerage

  • Tax-effective hedging and diversification strategies

  • Credit and banking needs through Bank of America, N.A.

  • Access to family office services

  • Dedicated Investment Analysis

    The open investment platform within Merrill enables our group to access investment strategies wherever they are housed. Given the size and scale of our group, we have dedicated resources for investment manager due diligence. Our team conducts over 1,000 calls and meetings with investment managers each year. This commitment to investment analysis provides us with valuable insight into market conditions, investment capacity, new investment strategies, and rising talent. We parlay this knowledge into timely strategic and tactical investment approaches that seek to enhance portfolio returns while dampening risk.

    Investment Philosophy

    We believe that maintaining a contrarian mindset and embracing flexibility are key activities of portfolio construction. The investment goal for our strategies is to provide market-driven returns, with size, style and geographic diversification. We seek to bolster returns through tactical allocations, providing a broad range of investment choices to serve client needs.

    Let's have a conversation

    Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

    Our Vision

    For clients of substantial wealth, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

    A trusted one-on-one relationship
    Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

    Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

    We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

    A relentless commitment to transparency and customized strategies

    As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

    Jones Zafari Group