Verified recordFinancial Services

Peyton Witcher

Financial Advisor at Merrill Lynch

Based in La Jolla Recreational Center, United States

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Seniority

Staff

Department

Finance & Accounting

Location

La Jolla Recreational Center

Industry

Financial Services

Company size

35K

Contact information

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p•••••••@ml.com

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Background

About Peyton Witcher

Time is the one thing you cannot make more of. That is why I help successful individuals and families simplify their financial lives so they can focus on what matters most; building businesses, raising families, and enjoying the life they have worked hard to create. As a Financial Advisor at Merrill, I work with entrepreneurs, executives, and high-performing individuals who are often juggling complex financial decisions with limited time. My role is to bring clarity and structure to the process, helping you make confident, informed decisions that align with your goals. I act as a financial resource, guiding clients through: • Strategic investing • Tax-efficient planning • Banking and cash flow Planning • Retirement planning • Working with your CPAs, estate attorneys, and other professionals My approach is personal, strategic, and tailored to the pace of your life. If you are looking for someone who is committed to being a trusted resource to help navigate financial decisions without adding complexity, I am here to help.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

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