Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
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.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
July 8th, 2020|3:00 PM - 4:00 PM EST
We welcome you to join a virtual seminar on the Transforming World! We’re pleased to have Felix Tran, Thematic Strategist for BofA Global Research, joining us who will discuss:
A “Transforming World” framework: Earth, Government, Innovation, Markets & People
5 themes for the world after COVID
o Geopolitics & Peak Globalization
o Tech Wars
o Big Government
o Health the new Wealth
o The New Consumer
Other themes covered also include: Big Data & AI, Cybersecurity, 5G, Climate Change, Future Food and more…
July 16th, 2020|4:00 PM - 5:00 PM EST
Given the current circumstances, it is more important than ever to know how nutrition impacts our body and what we can do to keep our immune system boosted. Join us as Dr. Chadwick provides us with an informative presentation on easy, safe, and effective ways to strengthen our immune system.
July 22nd, 2020|6:00 PM - 7:00 PM EST
Webinar Overview: Millions of families around the world are experiencing enormous disruption. This special webinar gives you and your loved ones a powerful new toolkit to handle stress better. It teaches you:
What matters most for family happiness according to the world’s longest study, and why it’s not money, health, or relationships
A new way to understand where stress comes from, and why traditional stress management is based on a fundamental flaw
A 7-step process that helps you increase family well-being with no blame, stigma, or “touchy-feeliness”
Free access to an online platform to continue applying this toolkit after the webinar ends
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
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.
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.