PROFESSIONAL PROFILE

The Jalli Group was formed in 1997 to enhance the delivery of sophisticated wealth management solutions to our clients. Working together, with outside legal and tax professionals, The Jalli Group advises high net worth families, business owners, retirement plans, and charities with strategies and discipline that promotes the accumulation, preservation, and the transfer of wealth.

Randall Jalli joined Merrill Lynch in 1987 and served as the Resident Manager of the Modesto branch from 1990 to 2000. Randall's professional focus is to assist high net worth individuals and businesses to realize and achieve their goals. He earned his Bachelors of Science degree from Chico State University and his MBA from Golden State University. Randall is a member of the Downtown Modesto Rotary Club and sits on the board of several community boards. The Jalli Group is also the Pacific Sierra Regional Advisors for McDonald’s Corporation Owner/Operators.

Leonard Jalli joined the Sacramento branch of Merrill Lynch in 1993. In 1997 he joined the Modesto branch and The Jalli Group. Leonard utilizes the vast resources of Merrill Lynch to provide financial services to high net worth families, pensions, trusts, endowments, and businesses. Leonard has achieved the designations of Certified Investment Management Analyst (CIMA®) and Charted Retirement Planning Counselor (CRPC®). Leonard is also a member of the Downtown Modesto Rotary Club and the United Way of Stanislaus County.

Pamela Miller joined Merrill Lynch in 1993 and has achieved the designations of Chartered Retirement Planning Counselor (CRPC®) and Certified Special Needs Advisor (CSNA®). Together, with specialists in different areas of expertise, Pamela's professional focus specializes in retirement planning, portfolio management, estate planning, financial planning, and client relationship management.

Jovanna Mukaddes is a Registered Client Associate who joined the Jalli Group with Merrill Lynch in 2005. Jovanna is committed to reaching out to clients and providing them with excellent service for all their banking needs. In addition, she handles all operational procedures to effectively deliver client expectations. She has received her Bachelors Degree in Business Science with a concentration in Marketing.