Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Corporate Advisory Services is a team of highly qualified financial professionals dedicated to helping affluent individuals and families with their wealth management needs. Clients include entrepreneurs, corporate executives, media celebrities, philanthropic entities and owners of private corporations. Many came to our group because of a liquidity event such as the sale of a company, an investment property or a concentrated block of stock. We provide them with personalized service along with access to the global resources of one of the world's largest financial services firms and our own extensive experience and training. Team members have been recognized by Financial Times and Barron's as among the top financial advisors in the United States.
Corporate Advisory Services is particularly skilled in assisting corporate executives with the challenges posed by equity award plans and helping them manage these awards as part of their personal wealth. We offer executives:
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 Lynch, 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 Merrill Lynch 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 Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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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.