Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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You’ve worked hard to get where you are today. Now, it’s time to collaborate with a financial advisor who doesn’t take that for granted.

At Merrill Lynch Wealth Management, we start by listening to you. What’s gone well, and what could have gone better. Because the journey to where you are now is crucial to understanding where you ultimately want to be.

Then we help craft a unique, customized wealth management plan for you and your family. Spanning the entire spectrum of finance and banking, this crucial framework can provide the control, flexibility, and experience you need moving forward.

*Banking Services are through Bank of America, N.A.

Isn’t it time to put the combined power of Merrill and Bank of America to work for you? Call today to get started.  

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Welcome

    At Merrill Lynch Wealth Management, there’s no such thing as an average client or standard approach. That’s why strong relationships begin with an easy, detailed conversation, identifying and prioritizing what matters to you most.

    Most importantly, we help ensure a close match between your personal risk tolerance and investment profile. Often, when reviewing statements from other firms, there’s a disparity between a client’s stated preferences and actual, real-world allocation. This kind of divergence can lead to frustration and unexpected outcomes, setting clients back in their overall life plan.  

    Investments

    The Merrill Investment Advisory Program offers a variety of management options, including both Discretionary and Non-Discretionary platforms.

    Based on our conversations and your input, all strategies are customized for an appropriate balance of risk and reward. Portfolios are then consistently overseen and client-reviewed at regular intervals, maintaining long-term focus while capitalizing on short-term opportunities.

    But for many clients, traditional investment and retirement accounts are only the beginning. Estate planning services, generational wealth transfer, trusts, private equity, annuities, insurance, charitable endeavors, and many other products and services are readily available. Whether your estate is $250,000 or $250 million, we have access to the specialists, expertise, and experience you need.

    Ever wonder if your current advisory firm is really doing all they can for your portfolio? Let’s find out together. Call today for a complimentary statement review.

    Trust and Fiduciary Services are provided by Bank of America Private Bank, a division of Bank of America N.A., a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

    Income

    Having retirement assets is one thing. Turning those assets into regular, reliable sources of income is quite another.

    Let’s talk about how much income you’ll want, how much income you’ll need, and where you stand now. Clients are often pleasantly surprised to discover all the various options potentially available to them. For many income strategies, it’s even possible to set up regular, convenient transfers directly into your existing bank accounts. 

    Don’t get frustrated by your own retirement. Whether you’re already taking income or simply looking ahead, let’s sit down together and devise a strategy maximizing everything the future has to offer. 

    Modern Technology with Old-School Service

    At Merrill Lynch Wealth Management, you’ll enjoy full, continuous access to your investments through efficient apps, secure online portals, and dedicated phone support. See balances, positions, activity, performance, and much more. Whatever your digital comfort level, we have you covered.

    But unlike other firms, cutting-edge technology never replaces personal contact. Clients can always call me directly to ask questions, review progress, or make adjustments. 

    Because while computers and 800 lines certainly have their uses, they should never get between you and your money.

    One-Stop Finance

    Modern life is frustrating enough, and that’s before dealing with multiple banks, brokerages, and other financial institutions.

    Why not enjoy the convenience and expertise of having everything within one corporate family?  With us, you have access to Merrill Lynch Wealth Management, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America.

    Less clutter. Fewer statements. Streamlined service. Better coordination.

    Your time matters. Give me a call today to find out just how uncomplicated things can become.

    Trust and Fiduciary Services are provided by Bank of America Private Bank, a division of Bank of America N.A., a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

    Staying on Track

    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.



    Reviews to help you
    stay on track

    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.



      Changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

      #DigitalMerrill

      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

        Let’s Have a Conversation

        Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.

        Why Merrill?

        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.


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        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.



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        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.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.