Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My name is Read Hubbard. I strive to help the successful become even more so. Our goals-based wealth management process is tailored to help simplify client lives. I feel fortunate and proud to be an affiliate partner of the Erdmann Group, which is widely regarded as one of the best teams in the industry. We offer customized, transparent, confidential, collaborative, multi-generational financial advice and guidance. This starts with a thorough assessment of each client’s financial situation to create an organic relationship that evolves and grows with each client. We help free up intellectual and emotional bandwidth, allowing you to focus on what is most important to you
Since merging with Bank of America, advisors have a lot more arrows in the quiver. We are able to lever and bring to bear the vast resources of the Bank to offer clients the most integrated and customized service possible. This includes commercial banking and lending, acquisition advisory services as well as access to capital markets and investment banking.
This is a business built on trust. I aspire to work with people we like and respect, who hopefully feel similarly about us. We are not brokering transactions, but building relationships. We look forward to getting to know you, your goals, your dreams, your concerns and even your fears. Together, with Merrill Lynch intellectual capital, products and resources, we try to maximize the former and minimize the latter.
I wish you continued success, both personal and professional.
Read is a financial professional with over 20 years of legal and financial services experience. Before joining Merrill Lynch in February, 2014, he was head of trading for Eos Partners, L.P., a multi-strategy hedge fund. Prior to Eos, Read was a semiconductor analyst and trader at Kadem Capital. Before that, Read practiced corporate law at Willkie Farr & Gallagher LLP and Clifford Chance LLP.
Read graduated Cum Laude from Harvard College, where he also played varsity football and lacrosse. Read is also a graduate of NYU School of Law, where he was a teaching assistant. Read is admitted to practice law in NY, CT and the Federal Courts. He does not offer legal advice in his role as Financial Advisor.
Read remains involved in his community, coaching football and lacrosse. He is a former board member of The Family Center, a New York nonprofit focusing on the needs of the under-served terminally ill. He currently sits on the Board of the Mission/CT Challenge, a cancer survivorship organization, and on the Alumni Host Committee of Harlem Lacrosse.
Read is a bad golfer and an only slightly better CrossFitter.
Goals-Based Wealth Management Process
Retail Banking and Lending*
Commercial Banking and Financing*
Insurance and Annuities
* Through Bank of America, N.A.
** Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Your Mission, The Open Door Shelter and other volunteer work.
English & French
New York University
We along with your tax professional can help you understand how it might affect your investment strategy
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.
Insurance Associate Specialist
Senior Wealth Management Lending Officer NMLS # 571136
Sr Structured Credit Exec-R
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.