Daniel Robbins

Brandon Picone serves as the Resident Director and Wealth Management Advisor, focusing on high net worth individuals and families. In his role, he creates customized, tax-efficient financial strategies that consider clients' goals, time horizons, and risk profiles. He also emphasizes tax-efficient liquidity management, including lending services through Bank of America, N.A. Born and raised in San Jose, Brandon earned a Bachelor's Degree in Economics from Pepperdine University, where he also played Division 1 water polo. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers executive compensation, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, and more. Brandon maintains an active lifestyle with interests in cooking, football, golf, hiking, ice hockey, reading, skiing, swimming, and spending time with his family. He is involved with several professional organizations such as the CordeValle Golf Club, Pepperdine University - Bay Area Alumni Chapter, Santa Clara County Estate Planning Council, and the Silicon Valley Bar Association. His community involvement includes work with Salvation Army Silicon Valley and Valley Christian - President's Business Challenge.

William Yates is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1984 and joined Merrill Lynch in 2004. In his role, he collaborates closely with clients to design long-term strategies aimed at achieving their life goals. He holds a Bachelor's Degree in Business/Economics from the University of California, Santa Barbara, earned in 1982, and holds the Personal Investment Advisor (PIA) designation. His consultative process customizes solutions based on each client's individual risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. His areas of focus include retirement planning, education funding, home buying, business growth, legacy building, and philanthropy. Outside of his professional work, William Yates serves as the Chair of BACCV. He is married to Deborah and is a father and grandfather.

Sandra Jerez is Vice President and Branch Leader at Fidelity Investments, where she leads a team of Financial Consultants and investment service associates. In her role, she oversees all aspects of branch operations, including customer interactions, team building, and training strategies. Sandra focuses on developing associates and managing operational activities to provide value to clients and assist them in achieving their financial goals through planning. Prior to joining Fidelity Investments in 2023, Sandra held positions at Merrill Lynch, serving as Performance Manager from 2019 to 2022 and as Market Leader from 2013 to 2019. She holds a California Insurance License.