Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Overseeing an endowment and managing distributions that have the desired impact donors intend, comes with great responsibility. While asset management is at the core of what we do, we understand it’s not nearly enough to earn and retain your business.
Drawing on Dominique’s non-profit experience and in partnership with the specialized resources of the Philanthropic Solutions team at Bank of America Private Bank, staffers and board members can access valuable services and guidance designed to help them with the complexities of managing today’s philanthropic organizations. These include ongoing education, leadership development, data-driven decision-making and other assistance to help simplify operations.
In addition to serving non-profits, Dominique can offer advice and guidance designed to help busy people maintain their focus on their goals. Family events or external influences may present diversions. Dominique is committed to helping clients see the big picture and believes in wealth management that is both educational and sensitive to many viewpoints. This approach can help slow things down for clients, allowing them to move at a pace that’s comfortable for them.
We live in a challenging era for non-profits as well as individuals. To help organizations consistently deliver on their mission and for individuals to meet the needs of a growing family or fast-moving business, teamwork and access to resources is the backbone of what makes us different. One of the advantages we offer is helping you access the investment insights of Merrill and the banking, credit and lending through Bank of America. For example, financing real estate transactions may be simplified through an all cash offer. Through Bank of America clients can access a flexible financing solution without generally disrupting their investment strategy.
Our advisors and client associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. In my spare time, I am involved with several organizations including Kids On the Move for Success, the Junior League of Los Angeles, the Ebell of Los Angeles, Ellevate Network, Trojan League of Los Angeles, and the Society of Trojan Women.
California State University System
University of Southern California
Our experts examine the forces that are changing the world – and how they may impact your life
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 Management Banking Specialist
Structured Credit Executive
Bank of America, N.A.
Bank of America, N.A.
333 S. Hope Street 14th Floor, Los Angeles, CA 90071
February 6th, 2020|6:00 AM - 8:30 PM
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, 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 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.