Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Welcome, and thank you for taking time to visit our site. Our primary objective is to become a lifetime resource and essential advisor to those who have entrusted us with their financial well-being. To that end, we have structured our multi-generational team to help ensure continuity of services for clients and their families, which has earned us the privilege of serving successive generations. We recognize that our principal responsibility to clients is to help them build solid foundations on which to make financial decisions with intelligence and confidence.
By building a basis of trust and taking a holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives, including:
Utilizing the knowledge and experience of our trust and insurance specialists, we assist clients and their professional advisors in the development of customized estate structuring strategies. Our work with families frequently involves multi-generational trust planning, philanthropic wealth management planning, and fiduciary consulting services which U.S. Trust specialists are able to address.
We have extensive experience providing sophisticated strategies for large families, executives, business owners and their professional advisors in the following areas:
• Wealth Preservation and Transfer – including uses of insurance funding in estate plans and charitable gifting
• Business Plan Funding – including buy sell arrangements, business succession planning, and executive benefits and compensation arrangements
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Learn more about the highly engaging podcast series from Merrill Lynch
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.
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
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.