“Since launching his financial services career in 1991, Clyde W. Wint spent 31 years at leading banks wealth management firms before moving to Merrill Lynch Wealth Management in 2021. A competitive basketball point guard in high school and college - and a former Military Officer - Clyde is driven by a disciplined, attention to detail work ethic, authentic, passionate, resourceful, dedicated, client centric and relentless perseverance. He enjoys serving clients who share his desire to surmount challenges in pursuit of worthwhile goals.
Clyde holds and completed the educational requirement component for a master’s and Doctorate degree in Theology from New York Theological Seminary while working full time secularly. He also earned a Certificate in Finance from Sterns Business School at New York University. Clyde earned a Bachelor of Science and Business Administration degree from Western New England University in Massachusetts and took courses from The Wharton School of Business in Philadelphia at his prior firm, before joining Merrill Lynch Wealth Management
In his spare time, he enjoys basketball, traveling, volunteering, and reading. He also supports and donate to The United Negro College Fund, The Red Cross, The Memorial Sloan Kettering Cancer Research Center, The St. Jude’s Children’s Research Hospital, and The Multiple Sclerosis Community Volunteer. Clyde and his wife, Beverly, have been married for more than 24 years and parents of two sons and two daughters.”
As a Financial Advisor with the full resources of Merrill Lynch Wealth Management and Bank of America financial services platform at my disposal; He offers a holistic and personalized approach to planning that is covered completely with Advice, Guidance, and Education.
He helps clients to create a customized wealth management approach that can be flexible as their needs and market conditions change. He provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
He helps clients as your life and financial needs evolve. He does not assume what is right for you right now, what will be right for you from one Season to the next. He’ll adjust your financial strategy, especially if you experience changes in your family dynamics or face the unexpected.
Clients come to him because, you get a Comprehensive, flexible approach, a dedicated team of investment professionals, and a unique, simple, transparent experience, to help you build a sustainable financial strategy and give recommendations that seek to help grow and preserve your wealth generationally. This is what you get as a Merrill Client; an investing experience that is best in class.
Value Added Skills:
• Currently holds Series 7,63 & 65 FINRA Registrations; New York State Life & Health Insurance Licenses.
• Has twenty-five years+’ experience working in the financial service industry and/or a sales environment
where goals were met or exceeded. Extensive investment training and in-depth knowledge of investment
products and services, Personal Wealth Analysis, Retirement Plans, and Estate Planning Services.
• A self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever he puts his mind to, with passion and authenticity.
• Builds and nurtures strong relationships with emotional intelligence.
• Collaborates effectively with team members, partners, and specialists to get things done.
• Communicates effectively and confidently; very comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right potential solutions for clients through Personal
wealth Analysis.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and
long-term strategies for clients
He follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in those communities.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Helping you create a personalized plan
At Merrill, we go beyond the traditional role of an advisor.
- Your goals, concerns and attitude about investing are the foundation of your plan.
- We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
- We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Giving you access to our teams and solutions
Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:
- Bank of America specialists, such as mortgage or trust professionals
- Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
- A full suite of Merrill investing and Bank of America banking solutions
1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
