Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2019
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.
Trust Specialist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #641851
Insurance Associate Specialist
Merrill Lynch
January 21st, 2021|4:00 PM - 5:00 PM EST
This virtual event will feature Marci McGregor, Managing Director and Investment Strategist. Marci will discuss our 2021 outlook for the U.S. economy and financial markets, how innovation and change are accelerating investment trends, and steps investors can take now to prepare.
For more information: 904.273.7125 or sara.e.graham@ml.com
August 12th, 2020|3:00 PM EST
This virtual event will feature David Koh, a Senior Investment Strategist who will share insights on the state of the markets today, positioning for the rest of the year, and key investment themes for beyond.
September 10th, 2020|3:00 PM - 4:00 PM EST
This virtual event will feature Felix Tran, Thematic Strategist for Bank of America Global Research. Felix will address key themes for the world after COVID based on megatrends that span across people demographics, earth/environment, geopolitics, and disruptive technology.
September 23rd, 2020|3:30 PM - 4:30 PM EST
This virtual event will feature Jeff Bush, a dynamic and sought after speaker known for his unique ability to translate information coming out of Washington D.C. into growth strategies for investors. In this timely event, Jeff will share insights around the upcoming elections and possible outcomes impacting legislation and the financial markets.
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. |
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