Paul Mendonca

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Redlands, CA 92373

Credentials

Series 66

Industry experience

7 years

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Work history

Edward Jones

2018 - Present (8 years)

Esri

2012 - 2018 (6 years)

Disclosures

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

Micah T

Series 66

Riverside, CA

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Founder/Business Owner

David F

Series 66

Yucaipa, CA

Edward Jones

Retirement income strategy Wealth management Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies

Elizabeth M

Series 66

Riverside, CA

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Doctor or Medical Professional

Alexandra D

Series 66

Riverside, CA

Merrill

Alexandra Dodds serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Bringing over 20 years of experience in the financial industry, she supports a diverse clientele across California and fourteen other states. Alexandra's approach emphasizes thoughtful, planning-based strategies tailored to her clients’ unique situations, ambitions, and preferences. She works closely with families, business owners, and professionals, focusing on areas such as executive compensation, family wealth management, retirement income, and socially responsible investing, including ESG considerations. Alexandra joined Merrill Lynch in 2015 after 13 years at Wells Fargo. She is a Senior Portfolio Advisor who manages discretionary, customized investment strategies and selects from a broad range of model portfolios and third-party investment options. Holding the Personal Investment Advisor (PIA) designation, Alexandra earned her Bachelor's degree from the University of California, San Diego. She employs a long-term perspective on investments while prioritizing tax minimization and comprehensive management of client balance sheets, including access to lending and practice-management specialists. Outside of her professional role, Alexandra is active in her community through organizations such as the Girl Scouts of San Gorgonio and the Temecula Valley Women’s Club. A resident near Temecula wine country, she enjoys hiking, running, traveling, and spending time with family. Alexandra emphasizes building strong client relationships as foundational to developing effective financial strategies and values the trust placed in her advisory role.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting ESG / Sustainable investing Founder/Business Owner Doctor or Medical Professional Real Estate Professional Women Professionals Women's Finance Retired Mid-Career Professionals Intergenerational Families

Juan C

Series 63, Series 65

Riverside, CA

Merrill

Juan Campos is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and saving for unexpected events. Additionally, Juan offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Juan’s expertise includes personalized portfolio strategy development and ongoing financial advice tailored to clients’ evolving needs. His approach focuses on addressing competing financial demands such as home purchases, education savings, eldercare, and healthcare preparation. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a Personal Investment Advisor (PIA). Juan earned his bachelor's degree from California State Polytechnic University and communicates with clients in both English and Spanish.

Wealth management College savings (529s, UTMA, etc.) Elder care planning Home buying

Salomon G

Series 66

Riverside, CA

Merrill

Salomon Gonzalez is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized financial strategies that guide clients toward their goals through investment advice, risk management, and wealth preservation. With a focus on understanding clients' individual needs, Salomon offers tailored solutions in areas such as liquidity management, managing new wealth, personal retirement planning, and small business strategies. Salomon brings a decade of banking experience from the Orange County Inland Empire Market, having held roles from Client Service Representative to Relationship Manager. He joined Merrill as a Senior Relationship Manager through The Academy licensing pathway and has earned the Chartered Retirement Planning Counselor (CRPC™), Accredited Wealth Management Advisor (AWMA™), and Personal Investment Advisor (PIA) designations. In August 2022, he transitioned into an advisory role to further develop his practice. Salomon is active in the Hispanic community, serving in leadership roles with the Inland Empire Hispanic Organization of Leadership and Advancement (HOLA) and the Inland Empire Hispanic Business Council (HLBC), and participates in mentoring programs and volunteer events. He holds an Accredited Certificate from the College for Financial Planning, an Associate's Degree from Mt San Antonio College, and a high school diploma from Garey High School. Salomon is bilingual in English and Spanish and resides in Redlands, California with his spouse and two children. His personal interests include soccer, tennis, golf, coin collecting, playing guitar, antiquing, chess, music, and spending time with his family.

Wealth management General retirement planning Business sale tax planning Business ownership considerations Hispanic/Latino/Latinx Parents
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