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.”).