Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

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Merrill lynch

The Greer Group

Merrill Lynch | Scottsdale, AZ
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Merrill Lynch
Wealth Management

Understanding your life priorities is an important part of how we work with the clients we serve. It’s not just about markets and returns, it’s about what matters most to you. We welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.
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Welcome

We bring shared ideas and resources to clients, offering a goals-based wealth management approach that puts them, rather than the market, at the center of the wealth management process. We can help identify and prioritize clients’ goals and then provide access to the global investing resources of Merrill and the banking convenience of Bank of America to address them. These goals might include planning for and funding children’s or grandchildren’s educations, ensuring that money lasts in retirement, covering potential health care costs, and preserving wealth. We then help develop a personalized financial approach aligned with those goals.

The Greer Group Difference

We measure success against your goals, not the market. We understand the latest trends, risks and potential opportunities but when it comes to managing your wealth, the most important thing is understanding what matters most to you. It starts with a conversation, building a foundation that helps us get to know you — along with your family and financial situation — and work together to develop an investment approach designed to help you meet your goals by offering access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. As your life needs and market conditions change, we will meet to track progress and make adjustments to your approach, as needed.

Signature Wealth Management

We measure success against helping you reach your financial goals. We understand the responsibility our relationship with you carries—to help you achieve the goals that matter most to you. We start with a conversation, building a foundation that allows us to understand your priorities, risk tolerance, time horizon, liquidity needs, goals and unique concerns. We offer a disciplined investment approach, providing access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. As your life and the markets change, we will meet to track progress and adjust your approach as needed.

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.

Stephanie Greer

Forbes "America's Top Women Wealth Advisors" 2020, 2021
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

Forbes "Best-in-State Wealth Advisors" 2020,2021, 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Meet Our 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.

Annette Stertzer

Senior Trust Officer

Bank of America, N.A.

Jett T Rivera

Wealth Management Banking Specialist

Merrill

Steven Ngo

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #630008

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.

    #DigitalMerrill

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

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      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.

      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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      Transcript of Video 

      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.

      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.