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 group 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.
September 23rd, 2020|6:00 PM - 7:00 PM EST
Join us for a webinar discussion presented by Marci McGregor, Managing Director and Senior Investment Strategist supporting Merrill and Bank of America Private Bank for the Chief Investment Office (CIO). She will discuss the outlook for the different phases of the economic recovery, the role of the US consumer as we enter 2021, and the long term trends that will emerge from the health crisis in 2022 and beyond- what we call the New Frontier.
September 17th, 2020|6:00 PM EST
In this course we’ll discuss the importance of protecting your clients’ privacy and protecting their personal and financial information associated with annuity and other retirement vehicles. The use of technology to manage personal banking, make mortgage payments, and consolidate financial information related to mutual funds, annuities, 401(k)s and insurance plans has become prevalent in America. With this increased use of technology, your clients may be susceptible to identity theft from a variety of “scams” initiated by unscrupulous people. Without their knowledge, they may see years of hard-earned savings disappear quickly. Awareness is the best prevention, and in this course we discuss various techniques and tools to both help you protect client information, and guide your clients in the right direction to secure their financial future.
August 26th, 2020|4:00 PM EST
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.