Berlin/Hales Wealth Management Group

Private Wealth Advisors
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Managing significant wealth requires a high level of forethought, strategy, and service. Our team strives to exceed even the most demanding expectations, serving a select group of highly accomplished families like they have never been served before.

 

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Louis A Berlin

Louis A Berlin

Senior Vice President

Private Wealth Manager

949.721.7282
Mark  Hales

Mark Hales

Senior Vice President

Private Wealth Manager

949.721.7280
Nicki  Nie

Nicki Nie

Registered Private Wealth Associate

949.721.7281
Jazette  Smillie

Jazette Smillie

Registered Private Wealth Associate

949.721.7284
Timothy  Taraba

Timothy Taraba

Registered Analyst

949.721.7283

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, 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

The Berlin Hales Group

Located in Newport Beach, California, we work closely with entrepreneurs, executives, and their family members around the country. We serve the whole family – through multiple life stages, priorities, and aspirations. Our advice encompasses both sides of the balance sheet, pinpointing possible efficiencies and advancing a more purposeful and thoughtful deployment of wealth. Our team addresses the complexities and opportunities that significant wealth can entail. We draw on more than 85 years of collective experience as a team, forged in tackling the intricate challenges that accomplished families encounter.

As members of the Private Banking and Investment Group at Merrill Lynch, we offer the focused attention and refined resources that clients require, bolstered by the stability, security, and selective entrée that are hallmarks of Merrill Lynch.

We believe we are different in important ways:

    • Process. We are disciplined, systematic, and detailed in addressing your needs; we work extremely well together as a team, focusing our energies and skills to help advance your goals
    • Transparency. We want you to know what we are doing, why we are doing it, and what we aim to accomplish. We are clear in communicating how your performance compares to appropriate benchmarks. You deserve nothing less
    • Access. You have our attention; we are resolute in unwinding issues, communicating answers, and keeping you apprised of status
    • Mindset. We enjoy deep relationships with a limited number of clients; we work hard to earn—and retain—that trust.

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group 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 its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch 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.

Our Philosophy

We believe that 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 sophisticated, highly customized 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.

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group 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 Lynch 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 that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

Berlin/Hales Wealth Management Group