Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our team has a passion for helping people achieve their financial goals. We help protect families from the financial blind spots that are inevitable over their lifetime. We’ve developed a comprehensive system to review your entire financial picture and identify surprises you may not be aware of. We built this around what we treasure most – Family. We consider every client an extension of our own. We value honesty, integrity and genuine care and always do what is in the best interest of a client.
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 Banking Specialist
Insurance Associate Specialist
Bank of America, N.A.
December 17th, 2020|2:00 PM EST
The events of the past year are reshaping our lives in unprecedented ways. Watch experts discuss what it all could mean for the future, and offer steps investors could consider now to prepare for the coming year and beyond.
Register for the virtual event, Outlook 2021: A World in Transition. It will be available On Demand following premiere.
January 26th, 2021
This event will be hosted by Kevin E. Barry, CFP®, Senior Vice President-Wealth Management Advisor & Austin Holloway, CRPC®, Financial Advisor. It will be a virtual event presented through WebEx.
We will have two sessions, one at 12 pm EST and the other at 6 pm EST.
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.