Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
We understand that as a successful corporate executive you are often time-constrained, and you need to balance multiple professional and personal goals. We can be of service in helping you prioritize your goals and take the necessary steps to help you actively pursue them.
While unique, your needs as a corporate executive could include any of the following:
We understand that closely held businesses can raise a myriad of emotional and financial issues. Our goal is to keep you focused on managing your business while we assist in organizing and growing your personal wealth.
The needs of every business owner are unique, and could include any of the following:
Analyzing and structuring your cash and financing and offering access to working capital through Bank of America N.A, that helps you meet day-today expenses while providing for employees' pay, benefits and costs
Establishing a retirement benefits plan to help secure your employees' and your own future
Safeguarding your business and your family’s future with business continuation, wealth transfer or succession strategies. We can help you and your employees manage the risks you face with insurance coverage, estate planning services, as well as personalized wealth management strategies
We provide access to Bank of America and Merrill Lynch's vast network of specialists and business professionals to tailor our advice and guidance to serve your specific needs. For example, if you are preparing a business for sale, we collaborate with Bank of America Merrill Lynch’s Global Banking and Markets Group for guidance on mergers, acquisitions and initial public offerings.
*Merrill Lynch Life Agency's California License Number 0522776
Physicians, attorneys, certified public accountants and other professionals lead extremely busy lives and are focused on the urgent needs of their clients and patients. We recognize the demands of managing your own day-to-day financial needs—as well as your long-term goals—may seem insignificant compared to your professional obligations.
Professional's needs are unique and could include any of the following:
Robust benefits packages are often a crucial part of business strategy - helping employers recruit and retain employees and assisting employees to pursue personal financial goals. Today’s rapidly changing regulations, reporting requirements and heightened fiduciary concerns demand more time from plan sponsors than ever before.
In addition to our wealth management capabilities, both Michael Barry and Kelly Milligan hold the Certified 401(k) Professional C(k)P® designation, and have extensive experience providing guidance on a broad array of corporate benefits, including defined contribution, defined benefit, nonqualified deferred compensation and executive trading programs. Our process consists of:
We also work with specialists from Merrill Lynch's Executive and Equity Plan Services group to help you design and administer benefit programs critical to your company's success.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018 & 2019
Forbes “Best-in-State Wealth Advisors” 2018 & 2019
Forbes “America’s Top Next-Generation Wealth Advisors” 2017 & 2018
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.
Senior Wealth Management Lending Officer NMLS # 455106
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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, we can help you create a financial strategy that reflects your personality. Only then can we 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.