Tayra Martinez

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Riverside, CA 92507

Credentials

Series 66

Industry experience

6 years

About

Tayra Martinez is a Financial Advisor with Merrill Lynch Wealth Management, bringing over nine years of experience in the finance industry. With a background as a former small business owner, she draws on her understanding of the unique financial challenges faced by individuals and families to deliver tailored wealth management solutions. Her client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income.

Tayra holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her high school diploma from Rancho Santa Rosa High School and completed an accredited certificate program at the College for Financial Planning. Fluent in both Spanish and English, Tayra is also actively engaged in professional organizations such as the Hispanic/Latino Organization for Leadership and Advancement and the Inland Empire Economic Partnership's Regional Leadership Academy.

Originally from Mexico and raised in the United States, Tayra brings a personal perspective to her work, emphasizing the importance of planning for the future. She is married and a mother of two, which deepens her commitment to helping clients achieve financial security and legacy goals. Outside of her professional life, Tayra enjoys baseball, cooking, dancing, golfing, interior decorating, music, pickleball, spending time with her family, and traveling.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Family Business General retirement planning Retirement income strategy General estate planning guidance

Occupation focus

Founder/Business Owner

Demographic focus

Women Professionals Married/Couples/Partners Parents

Location

3550 Vine St

Riverside, CA 92507

Most active in

California · Texas

Work history

bank of America, N.A

2024 - Present (2 years)

Merrill

2024 - Present (2 years)

bank of America, N.A

2019 - 2024 (5 years)

Merrill

2015 - 2024 (9 years)

Bank of America, N.A.

2015 - 2019 (4 years)

Disclosures

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Business activities & affiliations

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