Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our clients are smart and successful. We offer clients unbiased advice from qualified professionals and a relationship built on the notion of being easy, transparent, and providing comfort. If you’re seeking a guide to help with your financial life click “Contact Us” today to schedule an appointment.
Our Commitment to Clients:
Our team is a dynamic group of forward thinking professionals that want to give you confidence in the financial decisions you make. We believe it’s our job to simplify the complex, provide transparency to opaque products, and provide financial well being. Our philosophy centers on knowing our clients and paying attention to the details that matter – understanding “why” they are investing. We take joy in watching clients use their financial resources to fulfill their dreams.
Our complementary skills match the diverse needs and backgrounds of clients looking for both financial guidance and a modern full service banking experience. By running our team similar to a boutique within a larger institution we’re able to offer the services of a Global Institution with the touch and personal attention our clients expect.
With both domestic and international experience our credentialed team focuses on providing custom strategies free from proprietary products. We guide clients using data driven analysis coupled with behavioral finance to blend the “art and science” of investment management. This disciplined approach provides a framework to guide clients of each generation of a family with different levels of experience.
We understand how it feels to navigate the complex financial decisions successful people need to make. We believe nobody should have to make these complex financial decisions alone. The disciplined approach we walk our clients through is shaped by our decades of experience as well as the designations and education we’ve achieved.
We focus on three key areas with our clients: Planning, Investing, and Lending:
The markets and financial media can be a cacophony that derail even the smartest people. We help our clients cut through the noise with a detailed financial road map so you can remain focused on the big picture – your long and short-term goals rather than market fluctuations. While we utilize sophisticated tools, we clarify the information for each client to one page so the path to success is clear. We call this tool a Wealth Outlook. For clients with specific lifestyle goals this tool brings confidence to their ability to achieve their dreams.
For those with a higher net worth we also offer access to the Trust and Estate specialists of Bank of America Private Bank for more complex wealth management planning, corporate trustee services, and our philanthropy center.
We believe in preserving and growing the wealth of clients over time. Asset allocation and being properly diversified is the most important determinant of investment performance for clients. This is why we meet at least annually with each client to help ensure their goals and allocation are in sync.
For implementation we provide our clients with access to best in class investment managers, Mutual Funds, and Exchange Traded Funds (ETF’s). Where appropriate we also utilize Private Equity, Real Estate, Hedge Funds, and Market Linked Notes.
We offer a customized approach to meet the unique financial needs of wealthy clients. Using a broad array of assets as collateral, including liquid and non-traditional assets, loans can be personalized to each client's specific goals and objectives. Whether it be to purchase a business or commercial real estate, a yacht, airplane, artwork, or multi-million dollar home or just bridge cash flow needs; we have customized lending solutions from Bank of America to meet the circumstance.
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.
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.