Anthony Lafrano

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Sacramento, CA 95814

Credentials

Series 66

Industry experience

26 years

About

Anthony Lafrano is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services with Morgan Stanley in 1999 and joined Merrill Lynch Wealth Management in 2004. Anthony works with corporate clients, executives, and individuals, focusing on areas such as college education planning, divorce transition planning, equity compensation services, liquidity management, managing new wealth, and retirement income.

With experience in navigating challenging markets, Anthony develops investment plans tailored to clients' personal goals and monitors performance over time. He utilizes the resources of Merrill Lynch Wealth Management alongside a personalized wealth management process to support his clients. Additionally, Anthony participates in client education through seminars on global political and economic trends offered by the LM Team. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the California State University system.

Outside of his professional work, Anthony enjoys camping, surfing, watching movies, and practicing yoga.

Expertise

Retirement income strategy Equity Recipients (RS/RSU, SOP, ESPP) Divorce financial planning College savings (529s, UTMA, etc.)

Occupation focus

Executive

Work history

Bank Of America, N.A.

2014 - Present (12 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Neil P

CFP®, CFA®

Roseville, CA

Olivehurst Advisors LLC

I am a fee-only, independent and fiduciary advisor providing wealth management services tailored for professionals building equity in their business, personal investments and employer stock. I started Olivehurst Advisors to be an aligned partner you can trust for personalized advice that supports your priorities, goals and values. I began my career as a corporate professional on Wall Street and later transitioned to running my own business while also starting a family. I learned to manage my finances on my own through planning and foresight – but also in hindsight by learning from mistakes. What I missed on my journey was having a financial advisor who was a partner to help me plan strategically. While I did have a few people to ask specific questions, often, I didn’t know the right questions to ask. This is why I started Olivehurst Advisors – to share what I’ve learned and be the partner I wish I had on my own journey. I've discovered the importance of my goals has grown over time. Yet, with increasing responsibilities, the demands on my time have grown just as much, if not more. Given many goals have a financial component, this prospect of decreasing time available to tackle increasingly valuable goals is a key reason why I believe there may not be a more impactful role that I can play than to help someone navigate their personal financial journey. So, I’m excited to partner with you to help you pursue your goals and feel more confident, secure and supported in your financial decisions.

Business ownership considerations Business Financial Management Wealth management Established Professionals

Tony M

CFP®, CFA®

Sacramento, CA

Slalom Wealth Management, LLC

Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve. I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity. As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me: Riding my Peloton bike or boating on the Sacramento River Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

General retirement planning Income planning Wealth management Baby Boomers (Born 1946-1964)

Gary K

CFP®, ChFC®, Series 66

Roseville, CA

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance General retirement planning Founder/Business Owner

Thomas D

Series 63, Series 65, Series 66

Sacramento, CA

Merrill

Thomas Demarois is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1996. Prior to joining Merrill Lynch, he spent five years as a Bond Trader for a regional bank. His professional focus includes personal retirement planning, portfolio management services, and retirement income. A native of Chico, California, Thomas earned a Bachelor's degree in Business from Chico State University, where he also participated in rugby. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his advisory role, Thomas enjoys fishing, golfing, and playing tennis. He has served as a board member of The Cast Hope Foundation, a nonprofit organization dedicated to teaching underprivileged youth the art of fly fishing and an appreciation for the outdoors.

General retirement planning Retirement income strategy Wealth management

Kenna S

Series 66

Sacramento, CA

Merrill

Kenna Stukas is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She collaborates closely with clients to develop financial plans aligned with their individual goals and adapts these strategies to meet changing market conditions. Kenna leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support her clients' financial objectives. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kenna earned her Bachelor's Degree from Sonoma State University. She is also actively involved in her community through volunteer work, reflecting Merrill's tradition of community participation.

Wealth management

Hillary R

Series 66

Sacramento, CA

Edward Jones

Wealth management ESG / Sustainable investing Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Intergenerational Families Women Professionals
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