Jairo Servin

Eric Chu is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he serves as a senior partner of Nan/Chu & Associates. In this role, he collaborates with a team of financial professionals to provide banking solutions and investment advisory services. He works closely with clients to develop personalized financial strategies tailored to their long-term goals, focusing on areas such as college education planning, family wealth management strategies, and legacy planning. Eric holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) credential. He earned his bachelor's degree from the University of California system and completed further education through The University of Chicago Booth School of Business. His expertise includes overseeing the management and distribution of family wealth, establishing estate and trust accounts, accessing fiduciary agency advisory services, and developing tax-sensitive wealth management and trust tax preparation strategies. Outside of his professional duties, Eric participates in community organizations including Merced Sunrise Rotary and the University Friend's Circle. His personal interests include chess, golfing, and skiing. Fluent in English and Chinese, he engages with clients and community members across diverse backgrounds.

Gorgees Benyamein is a Financial Solutions Advisor at Merrill, where he works closely with clients to develop personalized investment strategies aligned with their financial goals. He provides investing advice and facilitates access to banking and lending services through Bank of America. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Gorgees earned his Bachelor's Degree from California State University Stanislaus. Gorgees emphasizes understanding what matters most to clients and their families to help craft strategies aimed at pursuing their financial objectives.

Freddie Vidrio is a Financial Consultant at Fidelity Investments, a role he has held since 2018. With 25 years of experience in the financial services industry, he has worked in various capacities including as an Investment Consultant at Fidelity Investments, Vice President Financial Advisor at J.P. Morgan Securities LLC and Chase Investment Services Corp, as well as Financial Advisor roles at CUNA Brokerage Services, Inc. and U.S. Bancorp Investments, Inc. Throughout his career, Freddie has gained extensive experience in complex financial guidance and in-depth retirement planning. His work leverages Fidelity Investments' resources to assist clients in pursuing their financial goals. Freddie holds a California Insurance License, supporting his professional qualifications in the industry.