Contact Person: Merrill Lynch
Street: 1111 Broadway, 22nd Floor
ZIP Code: 94607
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|Senior Financial Advisor
The Hurd Jorgensen Group |Merrill Lynch Wealth Management
Sylvia plays a vital role in addressing overall planning for the team's clients, especially in areas outside investments: budgets, liabilities, insurance, and in bringing together appropriate specialists in areas of tax planning, estate planning services and banking strategies. Deeply connected to the East Bay Community, Sylvia joined Merrill Lynch in 2006 after serving as the Membership Director of the San Leandro Chamber of Commerce. Utilizing her network of specialists and resources, she is proactive in connecting clients with reliable and timely solutions, based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals.
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