Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Nick K Cassidy

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

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.

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

You’ve worked much of your life, setting aside your hard-earned dollars and possibly designating them for specific goals. Now, with your wealth accumulating and the lifestyle you envisioned around the corner, what comes next?

Maybe you want to travel and pursue other passions that you may have routinely put off. Possibly, you have the wealth to offer financial assistance to the causes you care about most. Perhaps the needs of your family are causing you to rethink your priorities. Life transitions and the decisions you face can be both exciting and intimidating. We believe the financial advice and guidance we can offer clients can be a welcome source of support.

We also welcome clients to our practice who may be facing life-changing events or investment challenges. These may include a substantial liquidity event, such as the sale or transfer of a business or an inheritance, as well as wanting to pursue investments that are aligned with your values. Regardless of your stage in life, a comprehensive financial approach can help you pursue the goals and values that are important to you and your family.

Philosophy

We strive to treat clients with the care and attention we would our own family members. Our team is committed to building strong relationships that can reach into many aspects of your financial life. They offer their knowledge, objectivity and individual strengths to help your financial life run smoothly.

In our experience, wealth has a way of touching the lives of the people you care about most. We are committed to being a financial advisor for your entire family, helping you create strategies – both long- and short-term – designed to target each of your goals, including the charitable causes you wish to champion.  By leveraging the insights of Merrill and with access to the banking, credit and lending of Bank of America, our team can help create your financial approach and streamline the process of helping you address virtually any financial need.

Our Approach

Helping you start on the proper footing
If you’ve cooked a special meal for company or have watched a chef on the food network, you can appreciate the value of preparation. That’s why our team expends significant effort to help build a complete picture of your financial life before offering any investment advice. In addition to considering traditional measures, such as income, assets, pensions and expenses, our analysis can include:

  • Social security and Medicare benefits
  • Long-term care and insurance policies
  • Real estate and mortgages
  • Education funding needs
  • Business ownership and executive benefits
  • Any trusts or other forms of inheritance

Sweating the details is one of the most important things we can do to help you design a financial approach that we believe is right for you.

Helping you align your goals with the funding to support them
We believe your financial approach can touch nearly every aspect of your life. Therefore, we’re not shy about asking you everything there is to know about your goals and dreams, what keeps you up at night and how each member of your family envisions their future. Entrusting us with the important details of your life can be a big ask. We are dedicated to using that information to develop a comprehensive investment approach for the funds you may need to pursue what you want to do.

Helping you adapt to change and uncertainty
We rely on analytics, modeling and stress testing to help anticipate what could jeopardize your financial approach. We also build flexibility into your strategy to help you smoothly navigate the rough patches in life that can make it difficult for you to follow your strategy. Nevertheless, market volatility, changes in career and family milestones can create emotional havoc. Through dialogue and investment education, we can help you develop a thick “investment skin,” an approach designed to help you stay the course when the unexpected occurs.


*Merrill Life Agency's California License Number 0522776

Working With Our Team

We believe working with our team is like having a financial concierge at your disposal. Our financial advisor Nick and client associate Serena Wang work patiently as they strive to help demystify the wealth management process for you. We encourage you to talk with any of us about your needs, strategies and opportunities to help you pursue your goals.

Staying on Track

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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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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      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.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

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

      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.

      Adjusting your investment approach as your life and the markets change.

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