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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Caso, McDonell & Associates
Wealth Management GroupLearn more about an advisor's background on
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Merrill Lynch
Wealth Management
Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.
Caso, McDonell & Associates
Welcome
We focus on developing customized potential financial solutions for individuals and their families by working closely together with clients after we understand their goals and agree upon next steps. Working with us means you have a caring advisor helping you to pursue your goals. We are committed to understanding your unique challenges, priorities, and financial resources. You may be concerned with preserving and growing your wealth or leaving a legacy to your family or a charity. Whatever your personal goals may be, we will work with you to develop a customized financial approach designed to help you pursue what’s most important to you.
Philosophy
We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why we believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
Approach
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance. Helping you pursue your goals starts with getting to know you and your family. Our job is to understand what matters most to you. We’ll work together to create a financial approach that reflects your investment personality and is built around your priorities. You’ll receive advice to help you navigate changes in your life.
Capabilities
Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America allows us to help you devise potential solutions designed to help preserve, grow and distribute your wealth. We strive to exceed client expectations through our proactive approach to communication, our attention to personalized service, and commitment to continuing financial education.
Live Education Events
January 18th, 2023: Financial tips for your 50s and 60s
February 7st , 2023: Health care costs in retirement: A closer look at Medicare
March 28th, 2023: Financial matters for women
April 28th, 2023: Journey of Caregiving
May 8th, 2023: Social Security
June 15th, 2023: Financial fundamentals
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.
Philip M Caso
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "Best-in-State Wealth Advisors" 2018
Published on February 15, 2018. Rankings based on data as of June 30, 2017.
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.
Michael Hagopian
Wealth Management Banking Specialist
Merrill
Sameer Derashri
Wealth Strategist
Merrill
Nick Foley
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1190976
Past Events
Virtual Lush Floral Arranging Experience
May 17th, 2023|6:30 PM - 7:30 PM
In this exclusive floral arranging experience, you will be receiving an abundance of farm-fresh flowers that will be delivered right to your doorstep. Throughout this unique virtual workshop, you will be taught step-by-step on how to create a beautiful seasonal arrangement in a stylish vase, all while learning the best tips and tricks from Alice’s Table!
Host:
Jason Edelmann
Market Executive
Please RSVP with your Financial Advisor team no later than Thursday, May 4, 2023 to ensure you receive your Floral Arrangement Kit on time.
Opportunities in Municipal Bonds in 2023
Merrill Lynch, 401 E Las Olas Blvd, 21st Floor Conference Room, Fort Lauderdale, FL 33301
March 22nd, 2023|12:00 PM - 1:30 PM EST
**Alternative Investments**
Please tune in to an exclusive Municipal Bond update and solutions event featuring Merrill specialist David Neale and Nuveen Portfolio Manager Steven Hlavin. This is an in-person event in which lunch will be provided and will take place in our Fort Lauderdale location. Call the number below to reserve your spot today!
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Back to the (new) Future
March 15th, 2023|4:00 PM EST
Outlook 2023
Please join our top industry experts who will share whether the coming year might bring a return to a more promising market as global economies reset. They'll also cover regional insights and potential ways to navigate today's new market landscape. We will end with an open Q & A, so you can ask the questions that are important to you.
Topics will include:
- What a potential recession could mean for the martkets
- Dealing with inflation, volatility, and other investment risks
- Portfolio strategies and opportunities to consider now
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
Articles
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.
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.
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.
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