Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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Every client has a vision of their future. Where they want to be. What they want to be doing. We want you to think big—and we strive to help you pursue the financial flexibility to do the things that are important to you. Through dedication, hard work, and insightful advice and guidance, we can help pave the way with clear, customized strategies that align with your income requirements, risk tolerance, liquidity needs, time horizon and your wishes to provide for the next generation.
Since 1991, we have helped clients focus on their objectives and address them using wealth management strategies intended to balance near-term requirements and longer-term goals. By taking the time to fully understand who you are and what matters most to you, we can create the customized strategies you need, bringing the various aspects of your financial life together.
While there are certainly similarities among the individuals we choose to work with, there are of course many more differences. We acknowledge those differences and use them as a foundation upon which to build a relationship with you that can help define and strengthen your wealth management strategies.
The development of a customized investment strategy must take into account the various aspects of your financial life—your goals, financial objectives, and the issues and people that are important to you. We spend considerable time and effort developing robust strategies designed to endure market fluctuations, while still addressing your performance expectations and risk tolerance. Our in-depth understanding of you allows us to build a strong relationship with you, which we believe is an important foundation for the advice and guidance we offer.
As your dedicated team of Merrill advisors, we work steadily to foster a strong, evolving relationship with you. Our disciplined and structured, process-driven approach is designed to help you preserve your wealth now and in the future.
We can also help you with important strategic milestones such as:
As economic and financial market conditions change, so may your own financial situation. By blending strategies, we continually refine the wealth management approach that works best for you. We frequently turn to BofA Global Research, which identifies and evaluates fresh investment opportunities that can affect many aspects of your
In addition, we rely on the insight provided by the Investment Management & Guidance Group, whose rigorous due diligence of third-party money managers from around the world helps ensure that they meet Merrill's stringent standards. Once we have their recommendations, we track investment managers' performance to see that they align with your objectives, time frame, liquidity needs and risk tolerance.
One of the ways we can customize your wealth management strategy is by examining your goals and financial objectives from a variety of different perspectives. These include:
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.
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.
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.