Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our mission, first and foremost, is to understand your goals and priorities. To take the time to ask hard, smart questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you'd like it to be tomorrow. We then help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue personal financial goals while managing investment risk. Our approach is about designing strategies to help turn goals into reality.
Egan, Gallinger, Cano and Associates is comprised of experienced wealth management professionals who work to preserve client assets by delivering what they call “real-world strategies” – based on realistic perspectives, Merrill Lynch Wealth Management research, and regular monitoring of marketplace risk. In today’s challenging investment environment, the team blends active and passive investment strategies to create hybrid tactical allocations. With many clients retired or planning for it, wealth preservation and distribution strategies are developed with the goal of consistent total-return and income that can keep pace with inflation.
As Matt explains, “We have been at this a while. We have seen many investment cycles – ‘tech’ bubbles, oil spikes, real estate booms and busts. We monitor for excessive risk and opportunities and ‘tweak portfolios at the margins – to adjust for risk signals and to preserve the principal. We strongly advise against undue risk. We never want the client to have to make the same money twice.”
Egan, Gallinger, Cano and Associates devotes considerable time to understanding clients and their aspirations for their finances and families. “We like to work with both spouses to help assess the true level of risk they are willing to take. We listen to what clients say about their children. When clients are open with us, we can account for their goals, values and loved ones,” points out Eric. The team presently services multi-generational clients living in 27 states. With clients including, but not limited to, physicians, attorneys, business owners and executives from various professions and industries, as well as families of children with special needs, and many retirees.
Our approach to investing is grounded in an understanding of you. It all begins with a conversation. We take the time to get to know you-your kids' names, how hard you worked to get where you are and how you define success. We'll work together with you to understand your investment personality, prioritize your goals and build a financial strategy that reflects your needs. We believe investors can benefit from our advice, access to the investment insights offered by Merrill, as well as banking, trust and fiduciary services from Bank of America. When it comes to your success, there's only one financial strategy that really matters - yours.
Using the broad investing resources of Merrill, we can also assist with income management, education funding, retirement planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and other specialists, to help you pursue your goals.
We believe that true 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. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, we start by getting to know you and how you feel about the following seven life priorities.
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.
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.
ISG Portfolio Strategist
Senior Wealth Management Lending Officer, NMLS #963058
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.