Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Helping you focus on your greatest asset—your employees
Based in Washington, D.C., Corporate Advisory Services is a team of highly qualified financial advisors with more than 100 years of combined experience providing affluent individuals—especially corporate executives—and their families with customized wealth management advice and guidance.
The team can also address the unique financial needs of equity awards plan sponsors. Trevor Nelson is among a select number of professionals at Merrill Lynch who hold the prestigious Equity Plan Consultant title and are well versed in assisting corporations with equity compensation plans.
We understand that a well-designed and maintained equity compensation plan can play a critical role in attracting, retaining and rewarding key employees. Trevor, supported by the rest of the Corporate Advisory Services team, has the resources and skills to help you with the complex and time-consuming task of developing a plan that creates value for your company and your employees and can provide access to administrative services. He can work with you to understand your special needs and provide access to the resources and products to help address them.
Drawing on our years of experience as well as the resources of Bank of America Merrill Lynch, we seek to enhance the equity award benefit for both sponsors and participants.
Through Bank of America Merrill Lynch's AwardChoice®, we can provide plan sponsors with access to resources and services to help simplify plan administration and help employees manage their awards. These include:
Recognizing that every employee has different needs, goals and financial experience, we offer plan participants a suite of services designed to help each one understand and take advantage of his or her awards benefits, including:
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of 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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.