Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our mission is to deliver a level of service to clients worthy of being deemed excellent. We work with Corporations, Business Owners, Individuals and Families. We help clients tailor appropriate and effective retirement and capital strategies. Whether you are building, preserving or transitioning your wealth, we take the time to understand your objectives.
We proactively assist individuals and families through the transition from creating wealth to managing, preserving, and growing wealth. We explain and educate each recommendation to help ensure that clients understand the potential upside and downside, and that it is in line with their risk expectations.
We provide an exceptional breadth and depth of wealth management recommendations including:
Tactical and Strategic Asset Allocation Strategies
Estate and Wealth Transfer Planning Services
Alternative Investments for qualified clients
Corporate Retirement Plans
Our aim is to help Human Resource Directors, CFO’s and Small Business Owners effectively manage their retirement plans. We have found that our service has helped corporate clients effectively manage their time and has helped their employees through retirement and investment education.
We offer the following services to the Corporate Retirement Plans we serve:
Investment Due Diligence
Plan Design Analysis
Michael J. McGovern
Senior Financial Advisor
Mike has been in the financial services industry since 2000 and joined Merrill Lynch in 2007. Prior to joining Merrill Lynch, he worked as a Fixed Income Trader where he assisted money managers, hedge funds and credit unions in regards to solutions with their portfolio's. Michael effectively leverages his Institutional Trading background for the benefit of clients.
Mike received his undergraduate degree from Fairfield University's Dolan School of Business, and also played lacrosse for the Stags. Mike stays active by assisting with youth and high school lacrosse programs around Southern California.
Mike enjoys spending time with his wife Mikala and three children Caden, Cole and Sage
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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, I can help you create a financial strategy that reflects your personality. Only then can I 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.