Marc Ackerman, Private Wealth Financial Advisor, has dedicated more than 20 years to delivering independent counsel to clients. Marc believes a trusting relationship is the foundation for understanding and successfully helping clients achieve their goals and objectives. He is passionate about serving others and enjoys knowing his clients are prepared for critical financial events in their lives. Additionally, Marc helps families integrate their unique values into their wealth plans and portfolios.

Background and Experience
Marc focuses on advising ultra-high-net-worth families, company founders, entrepreneurs, executives, corporations, and foundations. He is part of Wells Fargo Advisors Retirement Plan Advisor Program, which is reserved for advisors that specialize in servicing Institutional/Corporate Retirement Plan Clients. These Financial Advisors are accepted into the RPAP program once they apply and have met the plan count and Retirement Plan Assets Under Advisement (AUA) requirements. Prior to joining Wells Fargo Advisors, he served as Senior Vice President and Senior Investment Management Consultant at Morgan Stanley Smith Barney.

Marc was named to Forbes’ Best-In-State Wealth Advisors list in 2019, 2020 and 2021.* He is a graduate of the University of California, Santa Barbara and serves on the school's Department of Economics Board of Advisors.

Away from the Office
Marc serves on the Board of Directors of the Los Angeles Fire Department Foundation, the Gospel Music Association (GMA) Foundation and of Hope Heals. Marc regularly speaks about investment planning and stewardship at churches, conferences, and universities.

*The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Mario will be helping the team’s internal business management and organization. He previously served as the Business Development Associate for The Law Offices of Patrick J. Burns and Advanced Regulatory Compliance in Beverly Hills, California. His responsibilities included prospective new client outreach, current client relationship management, legal project preparation and coordination, providing technology demonstrations, and various internal account work and back office operations. He graduated from Loyola Marymount University in 2019 with a bachelor's degree in English. Mario is a Massachusetts native and thus enjoys watching any of the Boston sports teams in his free time. He is also an avid reader and writer, and enjoys practicing guitar and watching movies.

Rex Jones is a wealth advisor at Wells Fargo Private Bank with over 28 years of experience in the financial services industry.  He offers financially successful clients and their families guidance and a tailored approach to wealth management including investment, lending products and services, legacy trusts and Philanthropic Services. Working alongside clients, Rex uses a disciplined, customized and comprehensive approach. Along with his team of seasoned wealth management specialists, he addresses a wide number of facets of financial planning to effectively manage risk while implementing integrated strategies to help clients fulfill their financial goals and to achieve their intended legacy

 

Prior to joining Wells Fargo Private Bank in 2004 he worked at Bank of America’s Private Bank.  He received his bachelor’s degree from UCLA and completed Graduate School of Banking at the University of Virginia.

 

Rex has resided in the South Bay area for over 20 years with his wife Tracy and his two children. He is very involved in his community and spends a significant amount of personal time coaching his children’s sports teams and supporting them in their various endeavors. In addition, he is involved on the board of directors for the Skid Row Housing Trust.

Marco Mendoza, Private Wealth Financial Advisor, has more than 25 years of experience in the financial services industry. Marco works with clients to design and implement customized wealth and investment plans with a focus on strategic and tactical portfolio asset allocation, risk management, and managed money strategies. He specializes in providing corporate executive services, including strategies for concentrated positions, hedging strategies, 10b5-1 plans and employee benefit packages. Marco also has a background in implementing insurance strategies to help solve issues pertaining to long-term care, tax-efficient investing, and estate preservation.

Background and Experience
Prior to joining Wells Fargo Advisors, Marco was a Senior Consultant at Accenture with the Financial Services team in Los Angeles. He worked with financial services companies to implement strategies to improve productivity and reduce costs. He also worked in the Risk Management Group at Barclays Global Investors in San Francisco, where he was responsible for designing the due diligence processes used to manage the firm’s total assets under management. Marco began his career at Wells Fargo Advisors in the Palo Alto, CA office in the heart of the Silicon Valley. He continues to work with tech, venture capital, and corporate executives to help them meet their goals with pre-transaction wealth transfer strategies while offsetting concentrated stock risk.

In 2021 and 2020, Marco was named as one of Forbes’ Best-In-State Wealth Advisors* list. Marco earned his BA in Business Economics from UCLA and his MBA from U.C. Berkeley’s Haas School of Business. He previously served as an officer of the Los Angeles Alumni Chapter of the Berkeley-Haas School of Business.

Away from the Office
Marco serves as a Board Member for the Fulfillment Fund in Los Angeles, which helps to make college a reality for students growing up in economically under-resourced communities. He is also actively involved in the Peninsula Education Foundation, which raises funds for the Palos Verdes Peninsula Unified School District to assure continued excellence in local public schools. Marco currently resides in the South Bay area of Los Angeles with his wife and two children.

CA Insurance License Number: OC55711. Resident State CA

*The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

Eric Zurbrugg is a Financial Advisor and has approximately 16 years of experience in the financial services industry. He has a passion for helping people match their financial goals with their personal values. As major decisions come up in your life, Eric believes that first understanding the “why” is the key to unlocking the “how”. With so many complicated strategies to our complex life goals, he utilizes a process that is designed to be simple and effective. After focusing on building a trusting relationship by listening to what matters to you, Eric and his team will then tailor a clear and customized investment and life plan that is designed to help ensure your wealth is managed, protected, and transitioned with care.

Background and Experience
Eric completed a Bachelor of Arts in Economics with a minor in Business at the University of Southern California, and then began his career in financial services at Wells Fargo Bank as a personal banker. After managing branch locations in Santa Monica and Marina Del Rey, Eric became a private banker and later transitioned to Wells Fargo Advisors in 2017 as a financial advisor to follow his passion to be of service to clients. Leveraging his many years of experience, Eric works confidently to help clients with a wide spectrum of needs and goals.

Away from the Office
Eric serves as Co-Chair of the USC Economics Leadership Council, which provides career guidance to students and alumnae and hosts networking events with thought leaders in the economics industry. Eric resides in Playa del Rey with his wife, son, and daughter. Away from the office, he enjoys hiking, golfing, skiing, and coaching AYSO soccer.

Kennedy joins us after spending the past two years in the Financial Advisory Development Program at Merrill Lynch. He holds his FINRA Series 7 and 66 registrations, a California Insurance License and earned a Bachelor of Arts degree from the University of California, Santa Barbara. Kennedy assists clients with all aspects of their accounts. He takes the time to listen and learn, in order to build trust with each relationship. We believe you will find him a valuable addition to the front line of client operations.

Kennedy has long loved the ocean, and donated much of his time to organizations such as the Las Olas Foundation and Project Save Our Surf. Away from the office, Kennedy enjoys surfing, golfing, reading and spending time with friends and family.

CA Insurance License #4044460. Resident State CA