Phillip Gorian

Allan Adriatico is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with everyday families and businesses to develop financial strategies tailored to their unique needs, goals, and risk tolerance. Allan provides investment planning and wealth management services focused on building, preserving, and transitioning assets through collaborative client relationships. His areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and small business strategies. Allan begins each client engagement by defining and prioritizing financial goals across multiple dimensions such as healthcare, housing, family care, leisure, giving, work, and overall financial objectives. Allan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a High School Diploma from Martin Luther King High School and an Associate's Degree from Riverside City College. Outside of his professional role, Allan enjoys spending time with his wife and three children, traveling, exploring new food venues like coffee shops, and coaching basketball for local schools and youth sports teams.

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.