Advisor at Merrill
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Emily Vierra is a Senior Financial Advisor with the Special Needs Team at Merrill Lynch Wealth Management. In her role, she collaborates closely with professional trustees to develop detailed planning and investment frameworks for children and adults with special needs, as well as for the elderly and disabled. Her work encompasses conservatorships, guardianships, court-appointed cases, and settlements. Emily’s responsibilities include client relationship management, wealth management planning, and team operations, with particular expertise in new account onboarding and long-term wealth strategy.
Emily began her career with Merrill Lynch in 2007 and has been part of the Special Needs Team since 2012, progressively taking on additional responsibilities. She holds a bachelor's degree in Business Administration with a concentration in Marketing from California State University, Sacramento, and maintains the Professional Investment Advisor (PIA) designation. Residing in Modesto, Emily spends her personal time with family and friends. She also enjoys adventure sports, biking, boating, bowling, golfing, hiking, music, and reading.
Bank Of America, N.A.
2016 - Present (10 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2012 - Present (14 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
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.
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.
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