Jones Zafari Klein Tournat and Castagnola
From our two locations in Los Angeles and La Jolla, 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 $15.68 billion in assets as of January 1st, 2018. 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 – 2017.1
- Barron’s magazine, “Top 1200 Financial Advisors State-by-State,” 2009 – 2017.2
- The Financial Times, ”Top 400 Advisors,” 2013 – 2017.3
- Wealth Management magazine, “Top 100 Wirehouse Advisors in 2016."4
- Forbes' “Top 250 Wealth Advisors,” 2016-2017.5
- Forbes' "Best-in-State Wealth Advisors," 2018.6
12005 – 2017 Top 100 Advisor Methodology Summary: Advisors considered for the "America's Top 100 Financial Advisors list" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
22009 – 2017 Top 1,200 Advisor Methodology Summary: Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
3The Financial Times Top 400 Financial Advisors, March 11, 2013, March 25, 2014, March 25, 2015, March 31, 2016, and March 29, 2017. The Top 400 list is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The full methodology is published here: http://www.money-media.com/ft400.shtml.
4Source: Wealth Management magazine "Top 100 Wirehouse Advisors in America" list, April 29, 2016. For more information about the selection criteria, go to http://www.wealthmanagement.com/rankings/top-100-wirehouse-advisors-2016 Advisors on the "Top 100 Wirehouse Advisors in America" list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets correspond to retail clients were eligible for the list. Wealth Management magazine and wealthmanagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings. Wealth Management magazine is a trademark of Penton Media, Inc. All rights reserved.
5Source: Forbes "America's Top 250 Wealth Advisors" list, September 2017. For more information about the selection criteria, go to http://details-he.re/Kp7gMH. Forbes is a trademark of Forbes Media LLC. All rights reserved.
6Forbes/Shook Research -- "State by State" Advisor List considers FAs who meet the requirements of the publication (clean compliance record, minimum seven years in the industry and one year with ML). Eligible advisors then receive an email from Forbes/Shook Research with a survey to collect additional information. Advisors who meet the minimum AUM requirements based on figures in PMAC as of the end of October 2017. Ranges from $100 million to $300 million depending on state. For the full list and more, visit: www.forbes.com/top-wealth-advisors/.
*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.
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.
Depth of Experience
Our team draws upon the combined talents and efforts of 29 individuals. 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.
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.
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.
Trust and estate planning strategies
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 Bank of America Merrill Lynch 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.
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.