Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Adam understands that each investor has unique goals and aspirations. There is no single strategy that can meet every client’s needs. He works with high net worth individuals, families, business owners and entrepreneurs around the country by delivering retirement, trust and estate planning services, private banking and lending solutions through Bank of America, N.A., investment strategies, and other family and business-related financial services. He takes pride in providing a comprehensive, over-the-top, quality approach to his clients’ financial lives.
APPROACH TO WEALTH GUIDANCE
The Group’s collaborative approach is centered on listening to and knowing client concerns, experiences, and desires. Combining their knowledge of a client’s cash-on-hand needs and willingness to tolerate risk enables them the ability to suggest strategies that focus on where assets would be best placed to help reach expressed desires and goals. Client satisfaction is paramount to how Adam operates, so he believes in the importance of real communication and follow-up. His business is about people and the ease of a client’s ability to obtain information that leads to better decision-making.
As a Merrill Lynch Financial Advisor Adam knows that no matter where someone is from or from whom or what one might currently get advice, he can show clients the most powerful and enduring professional relationship for which one should strive. Adam always works for and does right by the client through simplifying the complexity of financial life by embracing time-tested principles and an exclusive, proven goals-based wealth management process. This allows clients to focus on goal-outcome rather than everyday market swings. He looks forward to helping you reach your financial goals.
A RECORD OF SERVICE YOU CAN RELY ON
Financial Advisor Adam Ellison started with the firm in 2004 where he advanced through individual contributor and leadership roles in Bank of America’s Consumer & Small Business Bank. In 2012 he joined Merrill Lynch to focus on family and business wealth management and has served his clients in that capacity since. In 2008 Adam graduated from University of the Pacific where he earned his BA after extensive University involvement, including rising to the post of Student Body President. Giving back to community is of the utmost importance to Adam’s philosophy which is why he spends time volunteering for local efforts such as Habitat for Humanity and the Great American River Clean Up. He also serves as a Vice President for the Pacific Alumni Association and previously served as Chairman Emeritus of the Pacific Fund Leadership Council - one of the University’s annual giving operations. Adam lives in Roseville, CA with his wife, Erin, and son, Cohen.
University of the Pacific
We along with your tax professional can help you understand how it might affect your investment strategy
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.