Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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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.
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.
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:
We believe working with our team is like having a financial concierge at your disposal. Financial advisors Nick and Michelle, 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.
Some clients feel it is their duty and responsibility to align their investment approach with their values and beliefs. We can help you develop a potential impact investment approach that is focused on helping you pursue your financial goals and consistent with your beliefs. We may discuss with you companies and institutions which may be reflective of your beliefs, but we can also help you eliminate firms from your portfolio whose practices may run counter to your position on issues that are meaningful to you. For example, you may favor investing in companies with diverse boards or policies that are environmentally friendly. With access to the investment insights, manager selection and ongoing investment due diligence from the Bank of America and research from BofA Global Research, we can offer the tools to help you invest your conscious, while pursuing your long-term goals.2
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.
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
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637498
Wealth Strategist
Merrill
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 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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 AdvisorTM
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.
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