Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Vijai Tiwari leads all aspects of our impact investing practice.
----- What makes us different? -----
Our Team has one goal: to maximize the impact of your wealth. It's a process. First, we find out what's important to you. Then we align your investments with the brands, values and causes that YOU care about, while keeping you on track towards your financial goals.
----- Why should I invest for impact? -----
Most advisors say they’ll create a custom strategy. But it's really a form of traditional portfolio construction. We go a step further. In addition to the basics, our Team looks at impact factors. This can help personalize your investments, reduce volatility and improve risk-adjusted returns.
----- Are you a good fit? -----
Our clients have a broad range of goals: from funding retirement to expanding a business. We can help. Our practice provides access to cash management, financing and investing services. We can support your growth and simplify your financial picture.
Other services include:
♦ Endowment Management
♦ Funding Acquisitions & Improvements
♦ Payroll & Treasury Management
♦ Employee Benefit Solutions
♦ M&A Services
Prior to joining Merrill Lynch, Vijai drove organic revenue growth in the media & entertainment space. He used business intelligence to fuel corporate turnaround and help scale creative concepts.
Vijai earned a B.A. in Economics from Rollins College in Winter Park, Florida and returned to pursue an M.B.A. through the Crummer Graduate School of Business. He holds the Series 7 and Series 66 FINRA registrations.
*Banking products and services provided by Bank of America, N.A.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Community Service Statement
Our Team follows the deep-seated Merrill Lynch tradition of serving and participating in our community. It's an integral part of how we interacts with our clients. We are enthusiastically involved with organizations such as United Cerebral Palsy of Central Florida, First Baptist Orlando and other volunteer work.
Rollins College - Crummer Graduate School of Business
Learn more about the highly engaging podcast series from Merrill Lynch
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer, NMLS #700603
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.