Advisor at Merrill
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Patricia Arredondo Chavez is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in banking, municipal finance, and retirement planning. She works directly with clients to develop personalized wealth management strategies that align with their life goals, offering access to Merrill’s portfolio management services and Bank of America’s credit and lending solutions. Her client focus areas include college education planning, personal retirement planning, managing new wealth, liquidity management, small business strategies, women and wealth, retirement income, and education planning.
Patricia holds a Bachelor's Degree from the University of Phoenix and has earned professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Fluent in both English and Spanish, she tailors her approach to meet individual client needs, adjusting strategies for life changes and preferences in communication. She is also involved in the community, volunteering to provide financial education to children through Bank of America’s Better Money Habits program and supporting efforts to end childhood hunger with Feed the Children. Patricia enjoys cooking, gardening, spending time with her family, and participating in cultural activities such as those offered by the Gallo Center for the Arts.
Bank of America N.A.
2022 - Present (4 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2022 - Present (4 years)
Unemployed
2021 - 2022 (1 year)
ICMA Retirement Corporation
2006 - 2021 (15 years)
Series 63, Series 66
Turlock, CA
Edward Jones
Series 66
Modesto, CA
Edward Jones
Series 63, Series 66
Modesto, CA
Edward Jones
Series 66
Manteca, CA
Edward Jones
Series 63, Series 65
Modesto, CA
Merrill
B Gill is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager with Merrill Lynch Wealth Management. Since joining Merrill in 1995, B Gill has provided clients with comprehensive financial planning services, including retirement planning, college education planning, retirement income strategies, life insurance analysis, wealth preservation, and lifetime income management. Working closely with Bank of America specialists, B Gill integrates investment insights and banking convenience to develop personalized wealth management solutions that reflect clients’ risk tolerance, time horizon, liquidity needs, and overall goals. B Gill holds multiple professional credentials, including the Retirement Accredited Financial Advisor (RAFA) designation, Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA®), and Personal Investment Advisor (PIA). B Gill earned a bachelor’s degree from Michigan State University and is fluent in English and Punjabi. Outside of professional commitments, B Gill’s personal interests include baseball, golfing, and tennis. B Gill emphasizes accessibility and a client-centered approach, aiming to build strong relationships and help clients make important financial decisions with confidence.
Series 63, Series 65
Modesto, CA
Merrill
Leonard Jalli is a Wealth Management Advisor with Merrill Lynch Wealth Management in Modesto, California. He co-founded the Jalli/Seibold Group alongside his partner, Judy Seibold, leading a team supported by four client associates. The group provides wealth management services to high-net-worth families, pensions, trusts, and endowments nationwide. Leonard also offers strategic financial guidance to Fortune 500 quick service restaurant owners and operators, utilizing resources from Merrill Lynch and Bank of America to assist with credit solutions, cash management, retirement planning, and exit strategies. Beginning his financial services career at Merrill in 1993, Leonard formed a team with his father in 1998 and has since developed a consultative approach that integrates all aspects of clients’ financial lives. With their permission, he collaborates with other trusted advisors, such as CPAs and attorneys, to deliver coordinated strategies. Leonard focuses on accountability and proactiveness in all market cycles, emphasizing disciplined long-term planning to mitigate emotionally driven decisions. Leonard earned a Bachelor’s degree in business from California State University, Sacramento. He holds the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations. Residing in Modesto with his wife, Michele, and their fraternal twins, he maintains an active lifestyle through cycling and skiing. Leonard is a longtime Rotarian with the Downtown Modesto Rotary Club and has served three terms as chair of the United Way of Stanislaus County. He also supports the American Heart Association.
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