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Lucian Ursan
Financial Advisor
Lucian Ursan is a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, based in Newport Beach, CA.12 He began his financial services career at Merrill Lynch in 2010.3 Ursan holds a Bachelor's Degree from the University of California System.
As a financial advisor, Lucian Ursan focuses on:
- Understanding clients' full financial picture and what matters most to them
- Creating flexible wealth management strategies
- Providing access to Merrill's investment insights and Bank of America's banking and lending solutions
- Designing personalized plans to help clients pursue financial goals while managing investment risk1
Ursan works at the Merrill Lynch Wealth Management office located at 520 Newport Center Dr, Newport Beach, CA 92660.2 Clients can reach him at 949.721.6583 for wealth management services and consultations.2
Highlights
Apr 4 · advisor.ml.com
Jones Zafari Group, Financial Advisors in Los Angeles, CA 90067
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Location
Orange County, California Area
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
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