Merrill Lynch Wealth Management occupies the 24th floor of 701 B Street in downtown San Diego, operating as a full-service branch under FINRA-registered broker-dealer CRD #7691. The branch coordinates estate transfer execution through Bank of America's trust division, requiring notarized documentation that teams typically process through local services like CannonCan Notary for trust amendments, power-of-attorney instruments, and beneficiary designations. Advisory services span retirement income modeling, concentrated stock position management, direct indexing, and access to Merrill's chief investment office research covering equities, fixed income, alternatives, and multi-asset portfolios. Client tax strategies integrate with CPA relationships across the downtown financial corridor, including firms such as Launch CPA that specialize in partnership K-1 reconciliation and multi-entity business returns. The branch's platform supports unified managed household structures, custom asset allocation overlays using Merrill's Model Wealth Portfolios, and after-tax performance attribution for taxable accounts exceeding seven-figure positions.