Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We are a dedicated group of financial advisors and client associates who work closely with other special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves. Our work is more than a profession — it’s a passion. For decades we have focused on providing financial strategies to address the challenges and issues that you and your clients face.
We understand the implications of the Uniform Prudent Investment Act, California Probate Code, California Rules of the Court and National Guardianship Standards. We help professional advisors and family members institute investment standards through process-oriented investing that is well documented, regularly revisited, and clearly communicated.
Speak to us for a few minutes, and you may quickly perceive how we can help alleviate some key financial challenges that special-needs clients—and their support network—face. We have extensive experience collaborating with Private Professional Fiduciaries, Corporate Trustees, Estate Planning Attorneys, and Personal Injury Attorneys.
The Special Needs Team, when appropriate, works with other advisors for specific clients' situations. Three such people are:
We work closely with Private Professional Fiduciaries to promote the long-term well-being of beneficiaries through process-based investing and committed service.
We are skilled in the following areas:
We help estate planning attorneys mediate conflicts among family members, drawing on our extensive knowledge of successor trusteeship and sub-trust issues.
Through customized financial strategies, we provide a rational process for balancing the needs of current and remainder beneficiaries, and promote the timely resolution of disputes among litigating parties.
We are skilled in the following areas:
We intimately understand the challenges and issues that families face in pursuing a more secure financial future for children, parents, siblings, or other loved ones.
We believe our strength in this area is demonstrated in the following ways:
How we can help:
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.
Wealth Management Banking Specialist
November 3rd, 2021|3:00 PM - 4:00 PM PST
The Special Needs Team invites you to a roundtable discussion regarding inflation, supply chain issues, and other information from the viewpoints of our Chief Investment Office. This will be an open dialogue so please come prepared with your questions.
Please join us on Wednesday, November 3rd, 2021 at 3:00pm via WebEx.
Space is limited so please click this link to register for the discussion:
We look forward to having you on the call. Please feel free to forward this invitation to anyone you think may be interested. If you have any questions or concerns, please email us at email@example.com or call (800) 260-2919.
We hope you can join us!
The Special Needs Team
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.