Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
You're invited to a Virtual Seminar: The Role of Fixed Income Investments.
Join us for a discussion about fixed income investing where we will:
- Discuss the role of fixed income as part of a well-diversified strategy
- Share the Chief Investment Office's current outlook on fixed income markets
- Review the wide range of ways you can invest in fixed income
- Share ways we can work together to implement a disciplined investment approach
Hosted By:
Rick Condit, Financial Advisor, Senior Portfolio Advisor
John DeLeo, CPFA®, Financial Advisor
Come join us on March 27th at 6:30pm EST and take control of your retirement! We will discuss the complexities of retirement income along with longevity risk, inflation risk, sequence of return risk. We will share some appropriate potential solutions to fund a retirement income gap.
Presented By:
John DeLeo, CPFA, Vice President, Wealth Management Advisor
Rick Condit, Financial Advisor, Senior Portfolio Advisor
Come join us on April 4th at 6:30pm EST and take control of your retirement! We will discuss the complexities of retirement income along with longevity risk, inflation risk, sequence of return risk. We will share some appropriate potential solutions to fund a retirement income gap.
Presented By:
John DeLeo, CPFA, Vice President, Wealth Management Advisor
Rick Condit, Financial Advisor, Senior Portfolio Advisor
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.
