Merrill
46yrs
Top advisor by experience in Santa Barbara
22yrs
Lorena Boyce
Financial advisor at Merrill
Lorena Boyce is a fiduciary financial advisor in Santa Barbara, California, with 22 years in the industry. Lorena joined Merrill in 2021, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 431 advisors with offices in Santa Barbara, and one of 373 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 69% of advisors at Merrill
Office1096 Coast Village Rd, Santa Barbara, CA 93108
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowMerrillCurrent firm
Questions to ask Lorena
Tailored to Lorena’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Lorena
How do I contact Lorena?
Call Merrill at 800-637-7455 and ask for Lorena Boyce. Lorena works from the Santa Barbara, CA office.
How long has Lorena been a financial advisor?
Lorena has been in the industry since 2004, about 22 years. More experience than 69% of advisors at Merrill.
What licenses does Lorena hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Lorena a fiduciary?
Lorena is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lorena paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Lorena for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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