Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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The team was created in 2012 with the sole intent of providing the intimacy and personalized attention of a family office with that of the global resources and support of one of the world’s largest financial institutions. Our eight member team has over 139 years of industry experience and is dedicated to providing unparalleled service to the select group of families we serve.
We have developed and refined a goals-based wealth management process that evolves over time, aligned with our client’s personal and professional lives. This disciplined, agenda-driven approach offers forward-looking advice and adds predictability to an otherwise uncertain world.
Drawing upon research in the field of behavioral finance we leverage proprietary Merrill Lynch Wealth Management tools, such as the Investment Personality Assessment. It assists us in getting to know you better as an investor and to potentially help you refine your own investing preferences. We also build our financial strategies around your goals, utilizing the firm’s Seven Life Priorities framework to identify and prioritize what’s important to you and your family.
We have access to a wide variety of Specialists, each with a unique skill-set that complements our immediate team members and highlights many of the unique aspects of our thoughtful planning process:
Robert Bracken, Wealth Management Lending Officer, NMLS ID 392248 – Residental Lending and Credit
Valerie Galinskaya, Director, Wealth Strategist – Center for Family Dynamics and Governance™ at Merrill Lynch
William Papenfuss III, Director, Trust Specialist – U.S. Trust services
Cecilia C. Remy, Director, Retirement Specialist – Annuities and 529 Plans
Brian M. Kuhn, Assistant Vice President, Internal Insurance Specialist – Life Insurance and Long-Term Care
Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for us to work with our families to manage all the pieces of their financial lives. In the end, our team aims to help bring simplicity and transparency to the complexities of finance; making the intimidating task of planning for the future an exciting journey of managing and helping you pursue your goals. When you succeed, we succeed.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Barron’s America’s Top 1,200 Financial Advisors:State-by-State 2018 and 2019
On Wall Street –“Top 40 Under 40” 2018
Forbes “Best-in-State Wealth Advisors” 2018 and 2019
Forbes “America’s Top Next-Generation Wealth Advisors” 2017 and 2018
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.
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.