Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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
Senior Wealth Management Lending Officer
Bank of America, N.A.
August 11th, 2020|3:00 PM - 4:00 PM PST
Merrill is hosting an engaging virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C into growth strategies for business owners, executives and high net worth investors. Jeff will discuss his perspective on the current political environment, prospective legislation, upcoming elections and strategies for investment and retirement planning.
Virtual Seminar Details
Date: Tuesday, August 11th
Time: 3:00 – 4:00 pm PT
Register here: https://www.veracast.com/webcasts/bofa/merrill/id97340252966.cfm
Space is limited, so please register by Friday, August 7th!
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.
SVP, Wealth Management Advisor
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:
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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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We will work to help you stay on track, regardless of what the markets are doing.