Philosophy

You live in a world that’s constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That’s why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Approach

An effective approach to wealth management requires working closely with you to help identify and define your goals. The process begins by understanding what matters most to you. We help create a financial strategy to pursue your goals that reflects your investment style and is built around your life plan.

Whether you are focused on growing, preserving or transferring wealth the team is committed to helping you address your financial goals at every stage of your life.

Capabilities

Our financial planning process begins by getting to know you and understanding your goals. We can collaborate so the team can gain a comprehensive understanding of your goals, what you value most, including your risk tolerance, time horizon, and liquidity needs. One-on-one discovery meetings with you draw on the analytical skills and deep experience of the team to review your portfolio and objectives so that we can work closely together to create a personalized plan to help you pursue your goals.

Our Online Approach

Enjoy convenient, secure account access with MyMerrill®

We’re here to help you pursue your goals — and to make your busy life a little easier.  With MyMerrill, you can access your investment accounts how, when and where you want to.

MyMerrill Features includes:

• Portfolio Summary
• Holdings
• Unrealized & Realized Gain/Loss
• Research & Insights
• Activity
• Statements
• Secure Message Center
• Real–Time Quotes
• Money Transfers
• Available to Withdraw (Cash and Margin)
• Documents Vault
• Bill Pay
• Downloads
• Watchlists & Alerts
• e-Signature
• Pay Merrill and Bank of America Credit Cards
• Authorized Account Access (3rd Party)
• My Financial Picture
• MyMerrill Security Features
• Document Scanning
• MyMerrill Mobile App (available on Android, iPad and iPhone mobile devices)

​ Here are some quick videos to help you understand how it works. 

• MyMerrill Overview 
• Pre-Client Prospect Experience 
• Wealth Management Your Way 
• Online Delivery (How to go Paperless) 
• Online Delivery and MyMerrill enrollment 
• MyMerrill Mobile Enrolment 
• MyMerrill Mobile App 
• Secure Inbox 
• Document Sharing 
• Mobile Easy Sign 
• My Financial Picture 
• Mobile Check Deposit 
• e-Signature  
• Authorize Account Access (3rd Party) 
• Digital Collaboration (Live Oak) 
• Banking, Borrowing and Investing 
• Online and Mobile Security Features 
• Personal Wealth Analysis

To gain access or to learn more, please contact your financial advisor today!

Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Client Digital Capabilities

Step-By-Step Instructions 

It is important to us that our clients have step-by-step instructions in order to take full advantage of the tremendous amount of technology available to them. The various instructions listed below are designed to guide our clients in navigating our diverse online platform.

• WebEx
• MyMerrill Enrollment
• Online Delivery Enrollment
• Accessing the Secure Inbox
• Document Scanning
• Mobile Check Deposit
• Third Party Access – MyMerrill
• Digital Signature Suite – e-Signature
• Digital Signature Suite - Mobile Easy Sign
• Digital Signature Suite - Digital Collaboration
• My Financial Picture
• Funds Transfer Service
• Linking Merrill Investment and Bank of America Banking Accounts
• MyMerrill Enrollment – International Clients
• Updating Personal Information - MyMerrill
• MyMerrill Security Settings
• MyMerrill Alert Settings (Desktop)
• MyMerrill Alert Settings (Mobile)
• Digital Wire Transfers

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring others and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.