Suzy Giorgio

Matthew Spring is a Senior Financial Advisor at Merrill Lynch Wealth Management. He oversees and manages the financial affairs of high net worth families, corporate executives, and select institutions in Los Angeles and throughout the country. Matthew develops personalized, integrated strategies tailored to his clients’ financial goals, helping them navigate short-term needs and accumulate wealth over the long term. Since joining Merrill Lynch Wealth Management in 2013, Matthew has worked closely with clients to address a range of financial concerns, including college education planning, retirement security, wealth transfer, and business founding. He leverages resources from Merrill Lynch and Bank of America to provide comprehensive services such as wealth forecasting, financial modeling, retirement planning, trust services, and portfolio-based lending. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Matthew earned a Master’s Degree from the Thunderbird School of Global Management and a Bachelor’s Degree in History from the University of California, Los Angeles. He also participates in community volunteering and has personal interests that include cooking, golfing, reading, running, and surfing.

Raymond Conboy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1998, beginning his career at Prudential Securities before joining Banc of America Investments in 2003, where he continues to provide financial advisory services. Raymond works with wealthy families, business owners, businesses, and non-profit organizations, assisting them in recognizing, understanding, and realizing their priorities and goals. His expertise encompasses areas such as divorce transition planning, services for endowments, foundations, and non-profits, investment consulting for defined contribution and benefit plans, LGBT wealth planning, liquidity management, philanthropic planning, socially responsible and ESG investing, and tax minimization. Raymond aims to preserve and grow his clients' assets leveraging the broad financial capabilities of Merrill alongside the banking services of Bank of America. Raymond earned an Associate's Degree from Galway Mayo Institute of Technology and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Originally from Ireland, he moved to the United States in his early twenties. Outside of work, Raymond engages in hiking, triathlons, open water swimming, music, refereeing soccer, and spending time with his family. He also volunteers with organizations in his community, reflecting his commitment to community involvement.

Perry Richards is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management in Beverly Hills, California. He leads Richards, McMahon, Power & Associates, a six-person team that provides a wide range of wealth management strategies and investment services to individuals, families, and business owners. Perry and his team focus on delivering holistic financial oversight, helping clients manage their wealth, maintain their lifestyle, and plan for legacy, while collaborating with clients’ other trusted advisors to provide professional and objective guidance. Perry began his career at Merrill Lynch Wealth Management in 1991 and has held several leadership roles, including District Sales Manager and Director in offices located in Greenwich, CT, Century City, CA, and Beverly Hills, CA. He is a qualified Portfolio Manager specializing in discretionary management of personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. His client focus areas include college education planning, family wealth management, legacy planning, tax minimization, and services for corporate executives and non-profit organizations. Perry earned a Bachelor of Arts degree in Finance from Michigan State University in 1989 and holds the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute in conjunction with The Wharton School. Residing in Pacific Palisades, California, Perry lives with his wife Kerrie and their two daughters. Outside of his professional commitments, he enjoys golf, surfing, biking in the Santa Monica Mountains, yoga, and spending time with his family. Perry and Kerrie are also active in community service, volunteering their time to support Adams House, a shelter for battered women and children in Los Angeles.

Faran Shaker is a financial advisor with Merrill Lynch Wealth Management specializing in building long-term financial relationships based on trust and transparency. He collaborates with clients through an open dialogue process to understand their unique financial goals and develops comprehensive, customized plans tailored to their best interests. His expertise includes college education planning, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. Faran holds a Bachelor's degree from the University of Wisconsin-Madison and a Juris Doctorate from the University of Wisconsin Law School. He has earned professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA™), and Personal Investment Advisor (PIA). He is fluent in Persian and English. In addition to his professional work, Faran has served as the Bank of America Community Volunteer Champion for Central Los Angeles. His personal interests include running, tennis, and writing. In his role with Merrill, he does not provide legal advice.

Joseph Wingard is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he joined in 1997. He leads The Wingard Group, a wealth advisory team based in the Beverly Hills office, providing personalized family wealth planning and management services to an exclusive clientele of affluent individuals, families, and corporate clients. His expertise includes asset and liability management, tax minimization, income and asset preservation, generational transfers, college education planning, divorce transition planning, retirement income strategies, and services for endowments, foundations, and non-profits. Prior to his career at Merrill Lynch, Joseph was an operating executive for a Fortune 100 information technology company and served on the graduate faculty of three leading universities. He graduated magna cum laude and Phi Beta Kappa from UCLA, earning a Bachelor’s degree, Master’s degree, MBA, and PhD. Joseph holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He has been active in professional organizations, serving in leadership roles such as Vice President of Programs on the Global Board of the Association for Corporate Growth (ACG), President of ACG Los Angeles, President of the Los Angeles Venture Association, and President of UCLA Bruin Professionals. Outside of his professional responsibilities, Joseph enjoys baseball, basketball, football, skiing, soccer, traveling, and spending time with his family.

Daniel Valenzuela is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2010. He advises high net worth clients and business owners on wealth accumulation, preservation, and transfer, developing individually customized wealth management strategies that consider clients’ risk tolerance, time horizon, liquidity needs, and investment goals. Daniel leads a team that supports portfolio development, retirement and estate planning, tax minimization, liability management, and asset preservation, providing a comprehensive approach to client financial needs. Daniel holds a bachelor's degree from the University of Southern California's Marshall School of Business and has earned multiple professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He takes time to understand each client’s unique objectives to recommend strategies that utilize the resources and capabilities available through Merrill Lynch Wealth Management and approved third-party managers. Born and raised in Southern California, Daniel currently resides in Monrovia, CA. Outside of his professional role, his personal interests include adventure sports, basketball, camping, cooking, golfing, horseback riding, soccer, surfing, traveling, and spending time with his family.