Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Since 1985, Mitchell Behm has dedicated himself to helping some of the most sophisticated institutions oversee their assets and manage their businesses.
Mitch is a problem solver who works to simplify clients’ financial lives. He is a Senior Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Advisors. He concentrates his focus on the Resort, Lodging, Hospitality, and Construction industries.
He assists clients in identifying and prioritizing their various goals then developing strategies that may be customized to suit their personal circumstances. Mitch is also a firm believer in paying close attention to both sides of his corporate clients’ balance sheets, which is why he offers access to the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs.
It is Mitch’s goal to provide exemplary institutional and wealth advisory services at the highest level of ethics and customer service. Mitch's commitment to service, his personal approach and above all, his integrity have allowed him to develop a loyal following, long-term client relationships and an outstanding reputation in the industry.
Mitch earned his bachelor's degree in Biology from the State University of NY at Stony Brook and holds the Certified Investment Management Analyst® (CIMA®) designation. As passionate as Mitch is about investments and bettering his clients’ financial lives, he is equally passionate about golf and his family. Mitch and his wife of 28 years, Lisa, live in Southern California, with their daughters; Haley, Rachel, and Annie.
SUNY at Stony Brook NY
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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, I can help you create a financial strategy that reflects your personality. Only then can I 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.