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.
AI Regional Specialist
Wealth Management Lending Officer
Bank of America, N.A.
August 26th, 2020|4:00 PM EDT
Speaker: Kathryn McDonald, Investment Strategist CIO
August 12th, 2020|6:00 PM EDT
Matt Johnson, On Target Living President
We will always have setbacks, road bumps, corrections and periods where things around us are out of control. When this happens, we have two options: Play Offense or Play Defense. Think of defense as washing hands, limiting travel,investing is less risk---these all can be great. The problem is most of us forget about playing offense during periods of stress and uncertainty. If you can play both, you start to take back some control and at the same time create opportunity! The truth iswe have a lot of control over our stress level and how strong our immune system is and the crazy thing is they are both related. Create more stress for yourself, you will have a weaker immune system. This presentation is for YOU, it’s for you to take controlof what you can control to handle the chaos around us!
October 15th, 2020|6:00 PM EST
With 40 million caregivers today, caregiving affects virtually all of us. By planning ahead, you can help ease the burden during this difficult time Choosing to address the possibilities, even while in perfect health puts you in control of making the best decisions, especially when it comes to your finances. During this webinar, we'll discuss: The impacts that financial caregiving can have on you, The importance of speaking ahead with your family, the steps to take to prepare, and the benefits of working with an FA to help in pursuing your goals.
Speakers: Cyndi Hutchins, Ben Storey
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.