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We get to know you and your family, your financial situation and what matters most to you.
As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Michael Jalaty is a Managing Director and Senior Financial Advisor at Merrill. Michael looks to provide consistent and measurable value to the clients he serves, helping them regain two precious commodities: capacity and time. With more than two decades in banking and wealth management, he offers knowledge, insight, and reliable leadership. More important, however, are the qualities he believes differentiate himself and his team: a genuine commitment to clients and their families, a dedication to the lost art of service, and an honest enjoyment from helping others.
Michael looks to create a different kind of client experience, one in which clients know they are valued, appreciated, understood, and top of mind. He doesn’t pay lip-service to these ideals; he strives to demonstrate clients’ importance through his actions. A capable and practiced team leader, Michael is resolute in delivering at the highest levels. To foster an ethic of excellence, he believes in some simple precepts: work hard, look for ways to say ‘yes,’ surround people with service they can feel, and let clients know you are in their corner. Very proud of his team, he credits their shared mindset with their ability to serve as a financial concierge for a host of needs.
Clients come to Michael for help in making their financial lives simpler, less time consuming, and more directed toward their specific goals and aspirations. He leans on the experience he has gained from advising an accomplished clientele, helping them unwind complexity, resolve nagging issues, and take purposeful action toward the future they envision. Wealth, he believes, extends far beyond investments, so he looks to unify and reconcile multiple aspects of clients’ financial lives, uncovering a more efficient whole. His areas of focus include long-term strategy, business and succession planning, pre- and post-liquidity event strategies, executive compensation, wealth transfer, and access to credit through Bank of America.
Michael joined Bank of America in 1999 and has spent his entire career with the firm. Since 2004, he has served as a Financial Advisor. He is honored that client referrals are his exclusive source of new relationships, a fact that inspires his efforts to do all that he can to affirm that trust.
Born and bred in Irvine, Michael lives in his home city with his wife Helen and their two young daughters. In their free time, they enjoy going to the beach and riding their bikes.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my 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.
Wealth Strategist
Merrill
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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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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.
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.
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