Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Among the reasons our team chose to become financial advisors is because of our passion for helping to educate our clients about investing. As Merrill Lynch Wealth Management Advisors, one of the most valuable things we can do for clients is to help them understand the markets and our investment process. And more importantly, to help them identify their life priorities and the impact this can have on their wealth management strategy. Our advice and strategies are guided by an interest in your life’s goals and priorities.
We believe the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies designed to help address your financial needs.
Wealth Management is a dynamic, ongoing process. As we focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you. Our job is to first understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. We will be here to help you make adjustments to your unique wealth management strategies if and when necessary over time.
You can’t feel good about your finances unless you know exactly where you are, where you want to go, and how much you may need to get there. We work with you to develop a customized financial strategy, drawing on the best thinking of our firm, to help you with your financial future. We will manage all aspects of your relationship, making it clear what you’re paying for and what you’re getting. As your life and the markets change, we will meet periodically to help make sure you’re on track in pursuing your goals and to adjust your strategy as needed for the journey ahead.
We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:
We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill and access to the banking convenience of Bank of America as we do so.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Insurance Associate Specialist
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
We believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.