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The Hazany Group

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Meet the 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.

Michael Powers

Michael Powers

Trust Specialist

Bank of America, N.A.

Andrew McFarland

Andrew McFarland

UHNW Insurance Specialist

Merrill Lynch

Ellie Kohan

Ellie Kohan

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #663701

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome Greeting

Today’s markets are fast moving and complex, and many clients do not have the time or inclination to make the day-to-day decisions necessary to navigate them. We are privileged to work with a select group of exceedingly accomplished individuals and multigenerational families throughout California and the United States, including professionals in the private equity industry, corporate executives, business owners, entrepreneurs, and other high-income professionals, each of whom has distinctive needs and priorities.

We relish the opportunity to apply our depth of knowledge and skills, harnessing the extensive resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America to advance clients goals, streamline financial management, and intensify the beneficial outcomes of wealth for successive generations. Our disciplined approach starts with asking detailed questions to truly understand what they are trying to achieve and to define the true purpose of their wealth.

The long-standing relationships we have developed with clients throughout the years have continued to flourish through various economic conditions. We believe this is a testament to our insightful advice and guidance, out-of-the-box thinking, and exceptional client service. It is our intention to be a financial resource to help clients make informed decisions about their money—today and in the future.

Private Equity Firms

In a fiercely competitive investment environment, private equity firms face a number of issues from regulations and oversight to an ever-changing market with limited investment opportunities. You need a tenured and technically proficient financial advisory team who understands your transaction methodology from start to finish.

That’s why key stakeholders at private equity firms and their portfolio companies look to the experience of The Hazany Group to help maximize returns and build value from acquisition through exit. Whether your goal is to increase your worth through a transaction, strengthen portfolio-company performance, or structure a new fund, we have years of industry-specific experience in private equity to help you create value and achieve growth throughout the investment life cycle. Additionally, as a private equity professional, we can help you with specialized wealth management opportunities for the ownership and income from your fund that are unique to you.

We pride ourselves in our ability to bring the following services to our private equity clients:

Private equity firm partners

·         Tax deferral strategies

·         Estate planning strategies

·         Wealth management services 

Private equity portfolio companies

·         Retirement plan 401(k) reviews to help reduce fiduciary liability of private equity firms and owners

·         Exit planning strategies through Merrill Lynch Wealth Management or through our network of boutique investment banks

·         Pre-sale planning for business owners during private equity buyout or sale

·         Lending capabilities through Bank of America, N.A.


*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

 

Corporate Executives

Like so many time-pressed, successful executives, you work hard to help assure your company thrives. In doing so, you may find that you have little time and energy to devote to your own complex financial well-being.

The Hazany Group understands the important role equity compensation programs serve in building executive wealth. Our team is well versed in helping corporate executives manage complex compensation packages including company and restricted stock.

Working in concert with your tax and legal advisors, we can guide you in developing diversification strategies designed to help mitigate the risk inherent in concentrated positions. These may include such elements as 10b5-1 sales plans, gifting, and other tax-sensitive strategies that seek to minimize the risk of a concentrated position while working to enhance your portfolio liquidity.

Business Owners

As a busy, successful business owner and entrepreneurial spirit, we understand that your personal and business lives are intrinsically intertwined. Our team is skilled at evaluating the big picture—carefully exploring your overall financial situation to help you navigate the challenges you may encounter on both sides of your life.

From growing your business, to realizing its value through a succession strategy or sale, to maintaining family ownership by the next generation, we can provide strategic advice to help meet your goals by working with you to understand your unique situation and recommend which strategies are most appropriate for your specific needs.

Additionally, members of The Hazany Group hold the Chartered Retirement Plans SpecialistSM and the Certified Plan Fiduciary Advisor designations and can help you increase the amount of income you can defer for retirement while providing a valuable benefit to your employees through 401(k) plans and other defined-benefit plans.
 

CRPS® and Chartered Retirement Plans SpecialistSM are registered service marks of College for Financial Planning.

Focus On Individuals and Families

We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill and access to the banking convenience of Bank of America as we do so.

 

Your Financial Strategy

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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.


Periodic reviews to help you
stay on track

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.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

    Wealth Management Your Way

    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

      Let’s Have a Conversation

      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.

      Why Merrill Lynch?

      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.


      Merrill_Capabilities_Brochure.png  

      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.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your strategy as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.