Douglas Mazzucco is a Senior Vice President, a Private Wealth Advisor and the founder of the Mazzucco Group at Merrill Private Wealth Management in San Francisco. Doug provides tailored advice and focused attention to a highly successful clientele. He serves a limited number of clients by design, advising individuals and families who can most benefit from the integrated perspective, technical insight, and intensive service ethic that he and his team can offer.

For more than 25 years, Doug has worked tirelessly to advance the needs and priorities of high-net-worth clients, streamlining the complexities and unwinding the intricacies that significant wealth can entail. He has an unwavering loyalty to clients, many of whom have been with his team for over 20+ years. His approach is distinctive in nature; he advises a select group of individuals and families who appreciate the value and singularity of a concerted focus on their needs and aspirations, delivered with continuity and professionalism.

Doug begins each relationship by developing a thorough understanding of each client’s financial balance sheet and circles of influence. He then looks to uncover possible efficiencies across multiple touch points of client wealth. His areas of focus include portfolio management, client reporting, risk management strategies, concentrated stock diversification, personalized cash-flow analysis and budgeting, and wealth analysis and long-term planning. In parallel with these efforts, Doug directs close collaboration and ongoing communication with a client’s external tax and legal advisors. Through these efforts, he looks to harness a symbiotic relationship that enhances transparency and unites multiple financial disciplines, honing the focus on each client. Doug measures his team’s success strictly in terms of client outcomes, believing that his team’s personal success can only manifest itself through the success of each client.

Doug joined Merrill in 1994 and was asked to become one of the first Private Wealth Advisors at the firm’s inaugural Private Wealth Management Group office in Menlo Park, California. In 2009, he moved to UBS Financials Services, where he spent seven years before returning to Merrill in 2017. He earned his B.A. in Economics from the University of Rhode Island.

Doug and his wife Kim live happily in the Napa Valley with their two wonderful teenage daughters. Doug has served as a long-term board member of JustGive.org.

Shellin Young is a Private Wealth Associate with the Mazzucco Group at Merrill Private Wealth Management in San Francisco. Shellin is responsible for leading the group’s service model, helping to ensure that client needs are addressed with the highest levels of diligence, care, and responsiveness. Her areas of focus include client inquiries, new-account onboarding, account maintenance, trade execution, syndicate administration, executive-trading-plan administration, and banking operations. Shellin enjoys helping clients streamline multiple aspects of their financial affairs and contributing to their peace and prosperity.

Shellin has worked at Merrill since 2004. Prior to joining the firm, she held positions with Deutsche Bank Alex. Brown and Sutro & Co., both in San Francisco. She earned her M.B.A. in Finance from the University of San Francisco and her B.A. in Economics from the University of California at Berkeley.

A native of San Francisco, Shellin lives in her home city.

*Banking products and services provided by Bank of America, N.A.

Matthew Heil is a Private Wealth Manager with the Mazzucco Group at Merrill Private Wealth Management in San Francisco. Matthew provides in-depth analysis, customized advice, and high-touch service to an accomplished clientele. Individuals, families, and institutions look to him for guidance in streamlining multiple aspects of their wealth, forging a more cohesive and efficient overall approach.

Matthew is adept in catering to clients who are actively building their wealth, as well as those who are focused on preserving and stewarding their wealth for future generations. An engaged listener, he offers technical insight and knowledge, as well as an intuitive understanding for people and their priorities. He is particularly adept in helping clients discern their long-term goals and aspirations, and then identifying the resources and capabilities that align with these intentions. He feels honored to support clients as a trusted advisor, helping them pursue their ambitious vision for themselves and their loved ones.

Matthew has worked in financial services since 2015. Prior to joining Merrill, he served as CFO of Equeum, a fintech firm headquartered in New York City. His experience also includes roles with Machi.na, a financial analytics firm in Napa, California. Previously, Matthew held development and management positions with St. Helena Montessori School in St. Helena, California, and The Heights School in Potomac, Maryland. He earned his B.A. in History and European Studies, Cum Laude, from University of California, Los Angeles. Matthew also completed educational studies abroad through the University of Notre Dame International Studies program and La Universidad de Granada.

Throughout his life, Matthew has had a strong community orientation and has held a number of volunteer leadership roles. He currently advises the boards of St. Helena Montessori and Pacific Oaks Academy. Previously, he was a member of the board of the John Carroll Society, Gladwyne Montessori, Gateway Horseworks and President of the Napa Valley Little League. An enthusiastic volunteer, Matthew has also supported The Napa Valley Grapegrowers, Habitat for Humanity, Brata Alberta Orphanage, World Youth Alliance, Tilden Study Center, and the Nimbus Arts Center.

Matthew and Jenny Pierce Heil have four wonderful children, Lydia, Alexandra, Maximilian and Veronica. In his free time, Matthew is an avid snowboarder and baseball fan. He also greatly enjoys his family's longstanding tradition of hand-crafting Napa Valley house wine.