Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
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.
Retirement Specialist
Merrill Lynch
Wealth Management Banking Specialist
Merrill Lynch
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #484721
September 9th, 2020|11:00 AM - 12:00 PM PST
Merrill is hosting an engaging virtual event featuring Haim Israel, a managing director and Global Strategist who heads up the Global Thematic Research team at BofA/ML. Prior to this position, Israel was head of the BofA/ML EEMEA Telecom Research team, as well as the head of Israeli Research. Before joining Merrill Lynch in 2004, he was head of research at Tel Aviv firm Excellence Nessuah Securities. Israel attained his MBA from The Hebrew University, Jerusalem, and also holds a dual major in Finance & Business.
The virtual event will take place via webcast next Wednesday, Sep 9th at 11:00-12:00pm PST. Please let me know if you can attend so I can RSVP you to the event.
James Lin
SVP, Wealth Management Advisor
james_lin@ml.com
415-676-2622
Virtual Seminar: Haim Israel Trends in Technology
Date: Wednesday, September 9th
Time: 11:00-12:00pm PDT
October 8th, 2020|11:00 AM - 12:00 PM PST
2020 Elections: The Key Issues and How to Prepare for What May Be Next
October 8, 2020 | 2:00 p.m. ET
Mark your calendar for this roundtable discussion where expert panelists will offer an unbiased analysis on how different outcomes could shape economic policy, the markets, and economy in the months to come.
For more information contact:
Sam Overly
415-244-0333
December 17th, 2020|11:00 AM - 12:00 PM PST
Join us on December 17 at 2 p.m. Eastern for Outlook 2021: A World in Transition. Featuring expert panelists who will discuss the outlook for the U.S. economy, businesses as well as trade and foreign policy.
Topic areas include:
· Outlook for the U.S. economy and the markets
· Priorities for the new U.S. administration and Congress
· What a vaccine could mean for our future
· What’s ahead for trade and foreign policy
· How innovation and change are accelerating investment trends
· Steps investors could consider now to prepare
Contact me or use link below for more information and to register
https://www.ml.com/articles/outlook-2021-a-world-in-transition.html?pageurl=thelingroup
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.
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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.
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