Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Chip Marcus and his team guide affluent individuals and families through the development and implementation of their customized wealth management strategies. Because we focus our efforts on a limited number of clients, we can dedicate the time and personalized attention you deserve.
A wealth management strategy should be centered on what is important to you. Our team applies our combined experience to supply candid, customized advice and guidance to each relationship.
In our practice, we emphasize asset allocation as a critical component of a strategic, long-term investment process. We strive to help you manage the volatility of your investment portfolio in a manner designed to preserve and balance your investments over time.
We encourage the use of asset allocation techniques for individuals of a kind that have long been reserved for sophisticated institutional investors. Where appropriate, we can work with you to incorporate these techniques into your investment strategy.
By strategically diversifying your investments beyond the three traditional asset classes—stocks, bonds and cash—we seek to assist you in finding global investment opportunities, with the goal of improving your risk-adjusted investment returns.
This approach is designed to ensure the management of your portfolio appropriately considers and complements your wealth management plan focused on achieving your life goals.
Our investment discipline is based on the following principles:
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 Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
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.