Profiles
by Amelia Buckley
Helping you achieve your goals has always been ours
Amelia Buckley is a class of 2020 graduate from UC Santa Barbara and works as an editorial and communications associate for The Optimist Daily.
Chef Nancy Weiss: Kitchen to Community
Congratulations to Steve Hepp for being named to the 2020 Forbes “Best-in-State Wealth Advisors” list.
W
ith her captivating and confident demeanor, Chef Nancy Weiss says she often gets confused for a New Yorker. In reality, her love affair with food began a little closer to the Santa Barbara area where she would eventually cultivate her culinary career. Growing up in Los Angeles, Weiss became infatuated with the kitchen at age 12 and formed a relationship with food that would last a lifetime. The daughter of a dedicated teacher working long hours and an Eastern European Holocaust survivor, Weiss’ early relationship with food was tumultuous. She describes her mother as an “anti-domestic” whose weekday eating habits alternated between family McDonalds meals and intense dieting. Weekends were Weiss’ solace. While her mother frequented the beauty parlor, Weiss and her father watched movies, either John Wayne, Tarzan, or war movies, and Nancy meticulously
The JJD Group Steve Hepp, CIMA® Senior Vice President Wealth Management Advisor 805.963.6362 stephen_hepp@ml.com
Nancy Weiss has been a food leader in Santa Barbara for over 30 years
planned out what she would cook for the family. Faced with limited ingredients, she would make do with what she could find to feed her parents and
PROFILES Page 304
Merrill Lynch Wealth Management 1424 State Street Santa Barbara, CA 93101 805.963.0333
Source: The Forbes “Best-in-State Wealth Advisors” list, January 16, 2020. Data provided by SHOOKTM Research, LLC. Data as of June 30, 2019. The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. For more information: www.SHOOKresearch.com. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value The Bull Symbol and Merrill Lynch are trademarks of Bank of America Corporation. CIMA® is a registered service mark of the Investment Management Consultants Association dba Investments & Wealth Institute. © 2020 Bank of America Corporation. All rights reserved. ARRNFT7Q | AD-03-20-0225.B | 471003PM-0519 | 03/2020
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