Women’s superpower: Investing

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AS Wilmot Group

Wealth Management
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Merrill Lynch
Wealth Management

Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Mirella T Wilmot

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Kenneth H Albers

Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 12, 2024. Rankings based on data as of March 31, 2023.*

Click here to learn more about advisor recognitions

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Elizabeth M. Leiva

Wealth Management Banking Specialist

Merrill

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome Text

At the AS Wilmot Group, our mission is to help you pursue your financial goals through a warm and consultative process, while providing a level of service and attentiveness that exceeds your expectations. The foundation of our work is not only to provide financial services but also to take a big picture view of wealth management that extends beyond your investments. We pledge not only to address your current needs, but also to anticipate and serve the financial needs of your children and grandchildren for many years to come.

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Wealth Management for Women

Women today are living longer, spending more years in retirement, and face higher health care costs than in previous generations. These challenges are further amplified because of the dual roles they take on as wage earners and caregivers for children or aging family members. However, with rising education levels, increased participation in the workforce, and escalating incomes, women’s participation in their personal and family financial matters continues to grow.

Empathetic and accessible, Mirella Wilmot has a nuanced understanding of these needs of women, many of whom will take full responsibility for their finances at some point in their lives—as sole earners, after divorce, or as widows. Regardless of their situation, Mirella and her team help women successfully navigate these challenges and take charge of their financial well-being. With a deep appreciation of their unique perspectives, the team also hosts various Women and Investing events to provide women with the tools to help keep them financially organized and give them the confidence to create strategies for a sound financial future.

Multigenerational Wealth Management

Many of our lifelong client relationships offer us the opportunity to provide advice and guidance to multiple generations of their families. For clients whose wealth distribution goals include their children and grandchildren, we can organize family investment meetings, bringing everyone together for advice and guidance about important legacy issues.

Our team can also introduce heirs to the ideas of financial independence and what it means to save money. By helping educate them about their future wealth, they are better prepared to make informed, well-thought-out decisions in the upcoming years. Our goal is to develop a rapport with the next generation so that when children and grandchildren begin to gain financial independence and have financial needs of their own, we are ready to assist them.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

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    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

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      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

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      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.