Merrill Lynch opens office in Fallbrook

FALLBROOK — Merrill Lynch (NYSE: MER) will open a new office on March 1 to serve the investment needs of the Fallbrook community. The office will provide residents and business owners access to a full spectrum of financial advice, products and resources to meet their wealth management needs, from cash management and banking to mortgages and personal credit, insurance, annuities, retirement planning, estate planning and trust services. The new office is located at 1615 South Mission Road and may be reached at 1-800-282-2409.

“This is a very exciting development for both Merrill Lynch and the Fallbrook community,” said Merrill Lynch Director Joseph Campano, who will oversee the new office. “We recognize Fallbrook is home to many retirees. Our goal is to serve our clients in this community with superior wealth management services by going beyond simply offering financial solutions to becoming a trusted advisor to help them achieve their goals.”

The new office will be staffed by four financial advisors – Jon C. Frandell, MaryAnn Paget, Greg Munro and Jack Rutledge – and client associates Lyn Newcomb and Jolene Beard, who have been in the financial services industry for over 30 years, serving individual investors with investment, insurance, banking and retirement planning services.

Merrill Lynch is one of the world’s leading wealth management, capital markets and advisory companies, with offices in 37 countries and territories and total client assets of approximately $1.6 trillion. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide. Merrill Lynch owns approximately half of BlackRock, one of the world’s largest publicly traded investment management companies, with more than $1 trillion in assets under management. For more information on Merrill Lynch, please visit http://www.ml.com.