Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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Holistic Wealth Management
Our group leverages the experience of dedicated professionals to service the needs of wealthy investors. We serve families whose needs and values are at the center of our dedicated focus. We strive to offer both the intimacy of a boutique and the global resources of one of the world's largest financial services firms. A significant number of our clients were introduced to our group through a liquidity event such as the sale of a company, investment property, or a concentrated block of stock. The members of our team have been recognized by a number of independent publications, including On Wall Street, Barron’s, and The Financial Times as some of the top financial advisors in the United States.
Corporate Advisory Services offers:
We have extensive experience helping executives integrate their equity and other compensation—including nonqualified deferred compensation plans, pension plans, and health savings and flexible spending accounts—into an overall wealth management strategy.
Executives of publicly traded corporations often receive a substantial portion of their compensation in the form of options on company stock and restricted securities. They must make difficult decisions about when and how to monetize these awards and how to handle the resulting concentrated positions. We can draw on our own experience with the issues surrounding option exercise and restrictions on insider stock sales, together with the expansive resources of Merrill, to assist clients with:
We understand the challenges that corporate executives face in their financial lives. Using Merrill Lynch's Wealth Outlook® program, we can help you visualize all your assets and evaluate the likelihood, under various market scenarios, of achieving certain financial objectives within a specified time frame. Based on the results, we can develop a customized wealth management strategy tailored to your individual situation. This may include such elements as:
"We put clients' assets and income streams into what we like to call a financial blender, which factors in tax implications and a variety of return expectations based on probabilistic forecasting and BofA Global Research's award-winning research.* This allows us to generate likely outcomes, which form a great starting point for clients to make their decisions."
Dean Packard, CIMA®, CFP®
We take a long-term approach to investing based on creating diversified portfolios through the strategic allocation of assets. We believe that this, rather than security selection and market timing, provides a solid foundation for pursuing the outcomes you desire. We measure our performance not against benchmarks like the Standard & Poor's 500 but against your goals.
In structuring an investment strategy for you, we:
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.
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.