Verified recordFinancial Services

Taryn Moll

Wealth Management Advisor, Senior Vice President at Merrill Lynch

Based in Irvine, United States

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Seniority

Director

Department

Finance & Accounting

Location

Irvine

Industry

Financial Services

Company size

35K

Contact information

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Email

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t•••••••@ml.com

Phone

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Background

About Taryn Moll

Taryn has more than 25 years of experience providing financial and wealth management advice and services. Taryn began her career in the banking industry in 1985 and in 1989 became a financial Advisor at Merrill Lynch Wealth Management in the Laguna Hills office, where she has been providing clients with personalized financial services ever since. Through a wealth planning process, Taryn strives to understand all of a client's goals and family responsibilities. She then creates a plan to help achieve these goals. Taryn provides a consistent level of personalized services to include preparing for retirement, college education, estate, tax preparation needs, asset allocation analysis with stocks, bonds, mutual funds, annuities, and insurance. In addition to the extensive and ongoing training programs at Merrill, Taryn is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Taryn currently resides in Coto de Caza with her husband and two children.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*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.*Merrill Life Agency's California License Number 0522776

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