Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
- Insurance3
As a Merrill Lynch Financial Advisory team, we strive to be the very best in our field by assisting families, individuals and business owners in the development of long-term financial goals. Our team consists of experienced professionals with a “hands on” approach to financial guidance. Not only do clients find our team knowledgeable, but they also discover that we truly care about helping to make their dreams a reality. We do our best to keep our clients focused on where they want to go, advise them on how to get there and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
We stress a long-term approach to investing based upon a client’s specific financial needs, goals and risk tolerance. We strive to provide an exemplary level of service and world-class advice to all clients. Our primary objective is to become a lifetime resource and essential partner to those who have entrusted us with their financial well-being by both preserving the wealth they have accumulated and working to grow that wealth.
We look forward to collaborating with you and your family, and discussing the resources we can provide to best serve you and your goals.
We live in a world that is constantly changing. Markets constantly fluctuate. New investment opportunities arise daily. Regulations are amended often. That’s why we believe that you and your situation are the best starting point for you financial future: where you are today, where you want to be tomorrow, and what you wish to accomplish along the way. Because only by understanding you and your priorities, can we effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance. Helping you pursue your goals starts with getting to know you. Our job is to understand what matters most to you. We’ll work together to create a strategy that reflects your investment personality and is built around your priorities. You’ll have the flexibility to decide how you want your portfolio managed and understand fees associated with each offering. You’ll receive ongoing advice to help you navigate changes in your life.
Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America allows us to devise strategies designed to help preserve, grow and distribute your wealth. We strive to exceed client expectations through our proactive approach to communication, our attention to personalized service, and commitment to continuing financial education.
We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:
Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Learn more about the highly engaging podcast series from Merrill Lynch
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
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