Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Outlook 2023: Back to the (new) future
Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.
Outlook 2023: Back to the (new) future
Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.
MG&M Group
Wealth Management GroupLearn more about an advisor's background on
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Merrill Lynch
Wealth Management
Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
MG&M Group
Welcome
Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask hard, smart questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you’d like it to be tomorrow. We then help you design and implement a customized wealth management approach that helps you and your family pursue personal financial goals while helping manage investment risk. Our approach is about designing potential solutions to help turn goals into reality.
Approach
No two investment approaches are alike because no two investors are alike. We'll examine several components — your life priorities, investment personality and financial situation — and work together to help you create a customized, actionable approach with personalized advice and measurable goals. We'll help you track progress to your goals and work with you to adjust your investment approach over time, as needed.
Your approach to investing
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 help us provide you with additional insights and resources.
Understanding your goals and priorities
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.
Philosophy
We believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial approach.
Capabilities
We believe that to feel good about your finances, you need to know exactly where you are, where you want to go, and how much you may need to get there. We work with you to develop a customized financial approach, drawing on the best thinking of our firm, to help you with your financial future. We will make it clear what you’re paying for and what you’re getting. As your life needs and market conditions change, we can meet to help make sure you’re on track in pursuing your goals and to adjust your approach as needed for the journey ahead.
Get To Know Us
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.
Additional Resources
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.
Alejandro Vallejo
Wealth Management Banking Specialist
Merrill
Sameer Derashri
Wealth Strategist
Merrill
Create a plan that is all about you.
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.
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
Articles
Why Merrill?
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.
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