Advisor at Merrill
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Brian Soon is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of The BWS Group since its inception in 2001. He began his career with Merrill Lynch Wealth Management in 1997 and focuses on developing and implementing customized wealth management plans for clients. Brian acts as a client relationship manager, overseeing the application of the Group’s tailored wealth management process and client service commitment.
His areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Brian holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He earned a bachelor’s degree from the University of California system and a master’s degree from the California State University system.
Outside of his professional endeavors, Brian enjoys golfing, running, and spending time with his family.
Bank Of America, N.A.
2014 - Present (12 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2013 - Present (13 years)
CFP®, ChFC®, Series 66
Stockton, CA
Edward Jones
Series 66
Lodi, CA
Edward Jones
CFP®, Series 66
Lodi, CA
Edward Jones
CFP®, ChFC®, Series 66
Lodi, CA
Edward Jones
Series 66
Lodi, CA
Edward Jones
Series 66
Stockton, CA
Merrill
Sukhvinder Thiara is a Wealth Management Advisor based in the Stockton, California Merrill Lynch Wealth Management office. He joined Merrill Lynch in 2011 and specializes in developing financial strategies and recommendations for high-net-worth individuals, their families, and businesses to support their short- and long-term financial goals. Sukhvinder’s approach to wealth management is consultative and objective, involving thorough review of clients’ financial situations and preferences, tailored asset allocation recommendations, and ongoing discussions covering investments, retirement planning, philanthropy, and estate planning in collaboration with clients’ advisors. Sukhvinder holds the CERTIFIED FINANCIAL PLANNER™ designation and is registered with FINRA Series 7 and Series 66. He earned a Bachelor of Arts in Biological Sciences from the University of California, Davis in 1996 and a Master of Business Administration in Finance from California State University, Hayward in 2003. In addition to English, he is fluent in Spanish and Punjabi. Outside of his professional work, Sukhvinder is involved in coaching youth sports in Lodi, California. He lives in Lodi with his wife, Arvinder, and their two children.
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