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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Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Thomas E Weisenfels

Forbes "Best-in-State Wealth Advisors" Ranked #1 in Delaware in 2018, 2019, 2020, and 2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-By-State" 2022
Published on March 11, 2022. Rankings based on data as of September 30, 2021.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2021
Published on March 12, 2021. Rankings based on data as of September 30, 2020.

Meet the Team

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.

Additional Resources

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.

Shawn DeAngelis

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1450823

Eric Rockenbach

Trust Specialist

Bank of America, N.A.

Barbara S Racan

Wealth Management Banking Specialist

Merrill

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

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Our goal on The TWJ Wealth Management Team is to meaningfully, and empathetically, understand the client’s situation, needs, and goals by carefully listening, asking smart questions, and taking the time to develop a strong profile.  We then conduct statistical analysis and apply financial acumen, experience, and leadership to design a customized wealth management strategy.  The strategy will clearly address the goals, and how to be the best stewards of their resources.  Upon implementation of the plan, we review and adjust things as needs, situations, and market environments change.  Service is responsive to address the service needs and convenience of clients.  Dedicated efforts are made to reduce the client’s financial management responsibilities and time commitments to help ensure their comfort and safety.  When our clients succeed, we succeed, and their interest must always come first.

Philosophy

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When clients work with the team, they will find unmatched service and response times. There are no menu systems as calls are handled immediately and personally. The team prides itself on timely return of emails as well. Regular contact with clients is a commitment with research updates, portfolio recommendations, performance reports, service updates, and certainly whenever there is a service need or client inquiry.

Approach

Our approach to investing is grounded in an understanding of you. It all begins with a conversation. We take the time to get to know you — your kids' names, how hard you worked to get where you are and how you define success. We'll work together with you to understand your investment personality, prioritize your goals and build a financial approach that reflects your needs. We believe investors can benefit from our advice, access to the investment insights offered by Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. When it comes to your success, there’s only one financial approach that really matters — yours.

Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

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

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Past Events

Retirement and Death Planning Seminar

DuPont Country Club, 1001 Rockland Rd, Wilmington, DE 19803

October 11th, 2022|10:00 AM - 12:00 PM EST

As a successful retiree, you know it is important to use strategies for preserving your
retirement from taxes and market conditions, for making the most of your income stream,
and for ensuring that things are in order when health issues and death arise. Please join us
for our latest seminar that will cover these topics:

  • Planning and preparing for death. An overview of what you can do now to help simplify your death settlement for your spouse and loved ones.
  • Considerations regards retirement and death planning for widows/ers
  • Strategies for your retirement regards current and future market conditions
  • Investing tips, potential areas of opportunity, and portfolio strategy ideas
  • Retirement optimization strategies for both new and existing retirees to include rollover to an IRA, convert to a Roth IRA, 401k transfer, distribution strategies, or keeping the current plan.
  • Questions and Answers; bring your inquiries and we’ll share our perspectives
Please email jordan.fieger@ml.com to RSVP

  • Snacks
  • Beverages
Retirement and Death Planning Seminar

Wilmington Country Club, 4825 Kennett Pike, Greenville, DE 19807

October 12th, 2022|10:00 AM - 12:00 PM EST

As a successful retiree, you know it is important to use strategies for preserving your
retirement from taxes and market conditions, for making the most of your income stream,
and for ensuring that things are in order when health issues and death arise. Please join us
for our latest seminar that will cover these topics:

  • Planning and preparing for death. An overview of what you can do now to help simplify your death settlement for your spouse and loved ones.
  • Considerations regards retirement and death planning for widows/ers
  • Strategies for your retirement regards current and future market conditions
  • Investing tips, potential areas of opportunity, and portfolio strategy ideas
  • Retirement optimization strategies for both new and existing retirees to include rollover to an IRA, convert to a Roth IRA, 401k transfer, distribution strategies, or keeping the current plan.
  • Questions and Answers; bring your inquiries and we’ll share our perspectives

Please email jordan.fieger@ml.com to RSVP

  • Snacks
  • Beverages

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 we can help you create a financial approach that reflects your personality. Only then can we 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.