Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
When Life is Complex, We Streamline Finances
You're ready for someone to care about your finances like you do. Read What Makes Us Different below, click our pictures in the Meet Our Team section, and see sample reports in Staying On Track.
Contact us for a wealth management consultation.
Our team knows you personally and we work to make every client feel like our only client. With holistic wealth management planning we examine your whole life including health, home, career, family, leisure, and charitable giving. Though we keep unusually responsible client-to-advisor ratios, we do have room for new families this year.
We are your financial advocates, coordinating and negotiating for your best outcomes. Strategies are all about you, and our working relationship is fee-based, not influenced by commissions. We proudly grow people's financial confidence through transparency, informed decision-making, education, and realistic market expectations. Not just for today, our multigeneration team is ready to keep your wealth management plan on track across your lifetime and even beyond.
We are confident we will be the best and last financial team you'll ever need. Read more about who we serve by reading Our Philosophy on the left.
Giving great advice is easier when we know and understand what's important to you. While some may be content as market experts, we work to become a trusted resource on your life's current and future possible needs.
We ask important questions about you and your goals, design a custom plan based on up-to-date market opportunities and high-tech tools, and then take action to make it happen. A great financial strategy grows as you do. Our team monitors your progress to keep your goals on track as your life (and the markets) keep changing.
People thrive when finances make sense and all parts of their life are working together toward their goals.
We offer additional insights for a few specific categories:
- owners of privately-held and family businesses
- individuals approaching retirement
- professionals age 35-45 in technology and medicine
- LGBTQ individuals
Learn more about Our Approach by clicking in the left menu.
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by experienced investment guidance.
We believe our clients realize the full value of our relationship, including:
We believe that true 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.
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
Wealth Management Banking Specialist
Learn more about the highly engaging podcast series from Merrill Lynch
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.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.