Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our team is comprised of talented and experienced advisors committed to building strong client relationships based on trust and personalized service.
We believe our experience, which has been broadened through many market cycles, is a focal point for individuals, families and businesses seeking a balanced, goals-based wealth management approach. We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client.
We believe that communication is instrumental to success in managing life’s challenges. Our financial advisors also work to engage families in the financial decision-making process. Communicating openly with family members on the sometimes difficult subject of wealth can be a challenge. We can help facilitate these discussions and offer opportunities to educate the younger generation about how assets may be invested.
We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.
Our job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.
Our approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Using the broad investing resources of Merrill, we can also assist with potential solutions for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and specialists, to help you pursue your goals.
We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:
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 Banking Specialist
International Wealth Strategist
Securities Based Lending Specialist
Bank of America, N.A.
Learn about the MyMerrill Mobile App.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.