Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of South Florida
Learn about the MyMerrill Mobile App.
August 18th, 2020|7:00 PM EST
In this seminar, we'll talk about one of the most life-altering financial turning points each of us will experience—the transition to retirement—and the challenges and risks associated with it, as well as some potential solutions for building a portfolio to support your goals.
To reserve your place today:
Please contact Sara Price at
772-223-6775 or firstname.lastname@example.org
August 25th, 2020|7:00 PM EST
Wealth is a way that can that help turn your goals into reality. But funding your goals doesn’t just mean spending your hard-earned savings. A more disciplined approach that includes investing and borrowing may also help you pursue your goals.
Join us for a discussion about:
Ways you can fund your goals, including using cash, investing and/or borrowing
Some considerations you should keep in mind when deciding how to fund your goals
How investing and borrowing could fit into your larger financial strategy
How we can work together to help you pursue your goals
To reserve your place today please contact Sara Price at 772-223-6775 or e-mail email@example.com
June 30th, 2020|7:00 PM - 7:45 PM
In this seminar we will be discussing retirement today, the burden of retirement income along with longevity risk, inflation risk, sequence of return risk, and how an annuity may be a potential solution to fund an retirement income gap.
To reserve your place today, call Sara Price at 772.223.6775 or email firstname.lastname@example.org by June 30, 2020.
August 11th, 2020|7:00 PM EST
Join us for a seminar on Investing Basics that will be conducted through our WebEx technology. The world of investing is open to everyone. Learning about the markets and investing strategies can be very exciting. At this event, we’ll help you better understand:
June 23rd, 2020|7:00 PM EST
Join us for a discussion on leaving a legacy and how it can be one of life's greatest gifts to loved ones. During this seminar we will cover attitudes, wishes, fears, and preparation for end of life, including the legacies you hope to leave and how you wish to be remembered by loved ones and future generations.
During this seminar we'll share key study findings and discuss:
•Why it is important to plan for leaving a legacy.
•What you can do to plan ahead and how we can help you in planning for your legacy.
To reserve your place today please contact Sara Price at 772-223-6775 or e-mail email@example.com by June 23, 2020.
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 I can help you create a financial approach that reflects your personality. Only then can I 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.