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Financial Services

Contact Person: Richard Segol
Street: 4, Orinda Way, Suite 180-C
City: Orinda
State: CA
ZIP Code: 94563
Phone: 800-490-0828
Other Phone: 925-791-1447
Contact Person: Brian Chinn
Street: 224 Brookwood Road
City: Orinda
State: CA
ZIP Code: 94563
Phone: 415-385-5305
Enhanced Sponsorship:
  • Yes
Contact Person: Merrill Lynch
Street: 1111 Broadway, 22nd Floor
City: Oakland
State: CA
ZIP Code: 94607
Phone: 510-208-3813

SylviaGlam 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.
Board Member:
  • Yes
Enhanced Sponsorship:
  • Yes
Contact Person: Angela Erves
Street: 2 Theatre Square, Suite #146
City: Orinda
State: CA
ZIP Code: 94563
Phone: 925-885-6600
Member
Contact Person: Steve Paddock
Street: PO Box 906
City: Orinda
State: CA
ZIP Code: 94563
Phone: 9252540393
Fax: 925-254-0393
Contact Person: Jean Gannett CFP or Daniel Gannett Registered Principal
Street: 18 Orinda Way
City: Orinda
State: CA
ZIP Code: 94563
Phone: 925-254-7766
Member
Contact Person: Haley Armstrong
Street: 25 Orinda Way, Suite 205
City: Orinda
State: CA
ZIP Code: 94563
Phone: 925-905-9890
We are a boutique financial advisory practice with a combined 30 years of financial advisory and wealth management experience. Our team consists of various backgrounds, experiences, and education to come together in a collaborative effort to provide a unique client experience. Additionally, we have been independently surveyed as providing 100% in client satisfaction. Through our demonstrated excellence in client service, completion of industry-recognized qualifications, and extensive experience serving the complex financial needs of affluent clients, Ameriprise has distinguished us as Private Wealth Advisors. As Private Wealth Advisors, we provide clients with personalized advice and tailored financial solutions that encompass retirement, tax and estate planning, wealth preservation strategies and asset management.
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