Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

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Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

Watch now

Merrill Lynch

VMT Wealth Management

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Merrill Lynch
Wealth Management

VMT Wealth Management provides our clients with a high quality wealth planning experience.  We strive to help clients achieve their financial life goals, while making the complexities of financial life easy to understand.
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VMT Wealth Management

At VMT Wealth Management, we strive to create an exceptional client experience, from wealth planning and strategy through investment management and service. We believe we foster a different kind of mindset – one wholly dedicated to advancing the best outcomes for the clients we serve. We’re resolutely focused on a client’s goals and continually strive to exceed expectations. We’re keenly attuned to what matters to you – your objectives and needs, values and priorities. Our work ethic and commitment are the best testimonials to our focus on you, your family, and your business. 

VMT was ranked #1 on the 2022 & 2023 Forbes "America's Top Wealth Management Teams High Net Worth" lists.
Published annually in November. Rankings based on data as of March 31st the same year.

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Committed to an Excellent Client Experience

It is typical practice in our industry for clients to be served by two people, a financial advisor and a client associate. Not at VMT. We use an integrated, "teamed" approach, with three professionals serving each client. Several years ago, we realized that adding a third person would streamline communications.

The VMT way is to serve clients with a financial advisor, a relationship manager and at least one administrative associate.

You will work closely and intensively with your financial advisor as you develop a personal, customized wealth management strategy. Your relationship manager is there to reach out to you, to hear your questions and concerns, while our client associates stand ready to help you with all of your administrative needs.

A Process of Disciplined Advice and Guidance
Managing wealth, deploying investment capital and building diversified portfolios is very complicated today. We don't improvise; we focus on process.

Our approach is rooted in portfolio management techniques used by large institutional investors, such as endowment funds and pension plans.

Investments

We believe that your investments should be a reflection of you — your life, your priorities, and your goals. As your dedicated advisor we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.

Our Videos

Insights, observations, and ideas to help you in your pursuit of your financial goals.

Important Video Disclosures

Ideas and Insights to guide you on your financial journey

Meet the Team

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.

Past Events

April 2024 VMT Market Update

April 17th, 2024

Please join us for a 2024 Market Update featuring the latest research from BoA Global Research presented by Nestor Vicknair, Managing Director & Wealth Management Advisor, and Kyle Kelley, Senior Vice President & Senior Financial Advisor, both of VMT Wealth Management.

We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of three webinar sessions on Wednesday, April 17, 2024 (click a link below to register):

Event password should prefill; if not, password is Vmt_2024

As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.

To better guide the discussion, please send questions / topics of interest to vmt@ml.com.

    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

        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.

        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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        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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        Transcript of Video 

        No question too big or moment too small
        For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


        The Power of the Right Advisor®
        Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        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.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.