Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

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Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

My team and I will help you fulfill your vision for your family's financial future.

Take charge of your financial future with a plan that is all about you.

Watch my video to see how my team and I can help you achieve your financial goals for your business and your family.

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.

Lee Ann Coburn

Forbes "America's Top Women Wealth Advisors Best-in State" 2022
Published on February 4, 2022. Rankings based on data as of September 30, 2021.

Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2019 - 2021
Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.

Forbes "Best-in-State Wealth Advisors" 2019 - 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Forbes "America's Top Women Wealth Advisors" 2019 - 2021
Published annually Feb- April. Rankings based on data as of June 30 - September 30 of prior year.

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.

Additional Resources

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.

Grace Selva

Wealth Management Banking Specialist

Merrill

Samantha C Sylvester

Wealth Strategist

Merrill

Veronica Lopez

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1019073

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

The Coburn Team's mission is to help you reach your greatest goals, while being mindful of your values. In taking the time to ask the hard, smart questions and listen carefully to your responses, we acquire a detailed understanding of where you are today, and where you’d like to be in the future. We serve a select group of dynamic individuals with potentially complex financial circumstances and little time to devote to managing their own financial affairs. Our typical clients include the following individuals and their families:

  • Corporate Executives
  • Business Owners
  • Professionals

Our approach places you, rather than the market, at the center of the wealth management process. We accomplish this through collaboration, commitment, and a dedication to focusing on the following shared ideas and resources:

Education: We emphasize the value of knowledge and strive to equip families and individuals with an understanding of the wealth management process that allows them to make prudent decisions about their financial futures. The Coburn Group makes financial information accessible, in turn empowering our clients to stay focused on their goals and avoid influence from extraneous financial pundits and media outlets.

Planning: We’ll help you design, implement, and review a customized wealth management strategy that helps you and your family pursue your personal financial goals. In drawing upon Merrill's extensive network of resources and working closely with your estate planners and CPAs, our team is able to help ensure your overall financial life is functioning efficiently and effectively.
 
Socially Responsible Investing: The Coburn Team is committed to investing in a way that balances financial return, social good, and each of our client’s particular values. Merrill Lynch Wealth Management is at the forefront of Socially Responsible Investing (SRI); we draw upon our firm’s strength in this field to help our clients invest in strategies that align with what they care about. ­



*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.  

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Approach

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Past Events

Virtual Event: Raising Financially Savvy Kids

April 20th, 2023|1:00 PM - 2:00 PM PST


You’re invited to a Virtual Event: Raising Financially Savvy Kids

Building a financial literacy foundation early will provide your children a path to financial freedom for their future. Also learn how to have essential conversations with your parents about their finances.

Janet Koh will discuss:
·     How to start your first money conversation with children of all ages.
·     Discover important questions that need to be answered about your parents’ finances.
·     How to begin with simple concepts and encourage your children by celebrating their success.
·     Important talking points and best practices when having a financial discussion with your parents.

Hosted By:

Lee Ann Coburn, CFP®, CSRIC®

Managing Director, Wealth Management Advisor

Merrill Lynch Wealth Management
 
 
Presented By:

Janet Koh

Director, Advisor Advancement Institute

New York Life Investments

Webex Virtual Event

https://goto.webex.com/goto/onstage/g.php?MTID=e3eb7a11d2e5b9ddef23798a35eebee6e

    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

        We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

        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.

        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.