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The Lee & Yodowitz Group
Merrill Lynch Wealth Management
608 Silver Spur Road
Rolling Hills, CA 90274
(310) 265-2321
Email Us(310) 265-2321
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The Lee & Yodowitz Group is dedicated to helping people achieve their financial goals. Accessible, knowledgeable and experienced, our team delivers the full resources of Merrill with the highest level of personalized service and care. Our unique wealth management process focuses on building strong client relationships and providing goals-based financial strategies. We take pride in being clients’ primary source for financial advice and guidance as they navigate through life’s many stages.
The Lee & Yodowitz Group
Merrill Lynch Wealth Management
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Recognition
Nathan Lee
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Benjamin Yodowitz
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023
(Published on August 8, 2023. Rankings based on data as of March 31, 2023.)
Julia Darud
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Meet Our Team
Nathan Lee, CPWA®,CRPC™
Managing Director, Senior Resident Director - Wealth Management Advisor
310.265.2321
310.265.2321
Hilda L Novoa
Assistant Vice President, Registered Wealth Management Client Associate
310.265.2327
310.265.2327
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
April Stokes
Wealth Management Banking Specialist
Ally Bowdoin
Wealth Strategies Advisor
Diane Sullivan
Senior Wealth Management Lending Officer
NMLS #637492
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.