Cameron Cecil

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Vacaville, CA 95688

Credentials

CFP®, Series 66

Industry experience

6 years

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy Wealth management

Work history

Edward Jones

2020 - Present (6 years)

Sacramento County Assessor

2018 - 2020 (2 years)

San Mateo County Assessor

2014 - 2018 (4 years)

Disclosures

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

Brenda B

Series 66

Vacaville, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Military & Veterans Public Service Employee Educators, Teachers, and Academics Founder/Business Owner

John S

Series 63, Series 66

Suisun City, CA

Edward Jones

Retirement income strategy General retirement planning Wealth management

Brent T

Series 63, Series 66

Vacaville, CA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning

Chris S

ChFC®, Series 66

Fairfield, CA

Edward Jones

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

Eric G

Series 66

Fairfield, CA

Merrill

Eric Gonzales is the Senior Resident Director at Merrill's Napa Office and a Wealth Management Advisor serving client families primarily in Napa, Sonoma, and Solano counties. In his role, he leads more than a dozen advisors, focusing on office culture and community alignment. He is also the founder of the Gonzales Group, which emphasizes measuring wealth by how well it satisfies clients' priorities for themselves and their loved ones. Mr. Gonzales serves a diverse clientele including active and retired wine industry executives, business owners, and multiple generations of families. His approach incorporates Modern Portfolio Theory to mitigate investment risk and addresses common client concerns such as outliving assets, cash flow optimization, and Social Security strategies. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of California. Beyond his professional responsibilities, Eric Gonzales is involved in community organizations including serving as a board member for Community Action of Napa Valley and contributing to various programs at Justin-Siena High School, such as creating and sponsoring a Diversity & Inclusion Scholarship Program. He has also held board and executive positions at educational institutions in the region. His personal interests include basketball, football, music, and spending time with his family.

Wealth management Retirement income strategy Social Security optimization Charitable giving & philanthropy College savings (529s, UTMA, etc.) Married/Couples/Partners Parents Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Briana R

Series 66

Fairfield, CA

Edward Jones

Wealth management Real estate investing ESG / Sustainable investing Military & Veterans Values-based investing Religious/faith focused
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