Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Credentials
Series 63, Series 65
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Location
San Francisco, CA 94104
Justin Kroplin is a Private Wealth Advisor with Merrill Private Wealth Management, bringing over 20 years of industry experience. Since 1998, he has specialized in assisting corporate executives, technology insiders, and families with complex financial planning needs. His expertise includes supporting clients who have equity compensation and stock option packages, guiding them to understand potential opportunities and risks.
Throughout his career at Merrill Lynch Wealth Management, Justin has focused on providing tailored solutions such as 10b5-1 planning and ongoing wealth management. He approaches financial advising with a purpose-driven methodology aimed at aligning clients’ professional growth with broader life objectives.
Justin holds a Bachelor of Science degree in Communications from the University of Colorado and holds the Personal Investment Advisor (PIA) designation. He resides in San Francisco and Sonoma with his wife, Athinela, and they share interests in fitness and travel.
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1998 - Present (28 years)
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