Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
As Merrill Lynch Wealth Management Advisors, we offer advice and guidance for potential investment solutions that also consider, as we collaborate together, your life goals, risk tolerance, time horizon and liquidity needs.
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
Wealth Management Lending Officer
Bank of America, N.A.
June 16th, 2021|4:00 PM - 5:00 PM EST
The nature of the global pandemic and market volatility may have you thinking about your larger wealth plan. Whether you have seen a decline in cash flows, are concerned about potential tax increases, or just want to make sure you're appropriately planning for the future, we can help. Join us for a webinar on Wealth Structuring in the New Normal, where we will: Share our take on how the coronavirus is impacting the markets, and potentially your finances, Discuss various aspects of wealth structuring and how some techniques can help you preserve your assets, Explore how volatility and low interest rates can help to provide opportunities for tax efficiency, saving for retirement and meeting other important financial goals, and offer you some practical ideas that you may want to consider now, to help organize your plan for the future.
Speaker: Ray Seiler, CTFA, Director Merrill Division Trust Sales Executive
June 29th, 2021|4:00 PM - 5:00 PM EST
As we navigate through these extraordinary times, we will continue to devote resources to help ensure your personal safety, while maintaining the services you count on. As a Merrill client, we want to ensure that you understand we are available anywhere and anytime you need us. This seminar will provide an overview on: Accessing your Merrill investment and Bank of America bank accounts, Ensuring your financial information remains secure, managing your financial transactions from home, and communicating securely with your advisor.
Speaker: Nicole Martinez, Digital Specialist
July 21st, 2021|4:00 PM - 5:00 PM EST
Learn lifesaving CPR skills anytime in the comfort of your own home. Follow along with CPR instructors as they guide you through the contents and materials of the CPR Anytime® Kit to teach you skills such as adult and child CPR, choking relief, and AED awareness. **Limited to 50 slots**
Speaker: Melanie Brocato, MsEd., Life Safety Educator
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 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
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.
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 will work to help you stay on track, regardless of what the markets are doing.
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.