Kevin Lee

Jack McCormick is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. He specializes in retirement planning, family wealth management strategies, and personalized financial planning. Jack brings over five years of experience, having started his career on the operational side at Merrill, which provides him with a comprehensive understanding of building financial plans from the ground up. Jack holds a Bachelor of Science degree in Economics from the University of Redlands and an Associate's Degree from Santa Rosa Junior College. He was a dual-sport NCAA collegiate athlete in swimming and water polo. He is also a fifth-generation resident of Sonoma County and remains active in his community through volunteer work with the Made In Santa Rosa Education Foundation and coaching water polo at Santa Rosa Junior College. Jack is fluent in English and Spanish and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His approach is hands-on and detail-oriented, focusing on helping affluent clients build goal-focused financial plans.

Samboun Sim is a Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Santa Rosa and Sonoma County area. With over a dozen years of experience in the financial sector, he focuses on developing strategies that address clients' short-, mid-, and long-term financial goals. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Samboun holds a Bachelor's Degree from Sonoma State University and is designated as a Personal Investment Advisor (PIA). He provides a holistic approach by combining Merrill Lynch's investment and retirement planning expertise with access to Bank of America's banking, credit, home financing, and small business solutions. Samboun emphasizes honest and open conversations to understand what matters most to his clients and to deliver appropriate financial solutions. Outside of his professional role, Samboun enjoys basketball, cooking, drawing/sketching, fishing, football, spending time with his family, traveling, and watching movies.