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We get to know you and your family, your financial situation and what matters most to you.
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.
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Published annually Jan- April. Rankings based on data as of June 30 of prior year.
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.
March 22nd, 2023|6:00 PM
Defining and Pursuing the life you want.
Throughout your investing life, you’ve worked hard to save for the retirement you’ve always envisioned. In this seminar and insurance sales presentation, we’ll talk about one of the most life- altering financial turning points each of us will experience — the transition to retirement — and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals.
Join us for an informative event during which you’ll get a better understanding of:
• Common retirement risks such as longevity, withdrawal, investment and inflation risks — and ways to help manage these risks.
• How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.
• Techniques for building a portfolio aligned to your priorities — leveraging a range of solutions.
Click here to register.
South Bay, 55 Miller St., Fairfield, CT 06824
March 15th, 2023|6:15 PM
Defining and Pursuing the life you want.
Throughout your investing life, you’ve worked hard to save for the retirement you’ve always envisioned. In this seminar and insurance sales presentation, we’ll talk about one of the most life- altering financial turning points each of us will experience — the transition to retirement — and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals.
Join us for an informative event during which you’ll get a better understanding of:
• Common retirement risks such as longevity, withdrawal, investment and inflation risks — and ways to help manage these risks.
• How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.
• Techniques for building a portfolio aligned to your priorities — leveraging a range of solutions.
To reserve your place today:
Call Cristina Condulescu at 203.254.6985 or email Cristina.condulescu@ml.com
South Bay, 55 Miller St., Fairfield, CT 06824
March 21st, 2023|6:15 PM EST
Defining and Pursuing the life you want.
Throughout your investing life, you’ve worked hard to save for the retirement you’ve always envisioned. In this seminar and insurance sales presentation, we’ll talk about one of the most life- altering financial turning points each of us will experience — the transition to retirement — and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals.
Join us for an informative event during which you’ll get a better understanding of:
• Common retirement risks such as longevity, withdrawal, investment and inflation risks — and ways to help manage these risks.
• How to identify your retirement goals, and more importantly, prioritize them based on what matters most to you.
• Techniques for building a portfolio aligned to your priorities — leveraging a range of solutions.
To reserve your place today:
Call Cristina Condulescu at 203.254.6985 or email Cristina.condulescu@ml.com
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.
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