Michael Mercado

Managing Director

925.496.0154 [email protected]

Personal

As a Senior Financial Advisor, I am dedicated to learning about your personal goals. I work in a team-based model to customize an investment plan to help meet your specific financial situation, from funding a child or grandchild’s education to planning for retirement. I believe a sound investment plan must reflect your personal or business situation and my team will work to develop a plan that achieves your goals. I live in Walnut Creek, CA with my wife and three children. While away from the office I enjoy coaching my son’s football team and living a healthy active lifestyle.

Professional Experience and Education

I began my financial services career as a Financial Consultant with Morgan Stanley In 1996; I joined Bank of America/Merrill Lynch in 2003 where I worked for eight years. I then moved my financial practice to Wells Fargo Advisors in 2011, where I manage assets for individuals, family trusts and retirement plans. As a Senior Financial Advisor I have served East Bay area investors for over 20 years. I earned a Bachelor's degree in Business Administration from St. Mary's College.

CA Insurance License Number: 0B81239. Resident State CA.

925.496.0154 [email protected]

Contact Us

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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