Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Bridge to a more bullish future?
In just 15 minutes, experts offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.
Merrill Lynch
Wealth Management
At Merrill, we are committed to helping you figure out the kind of lifestyle you can have without running out of money, from where you are now, through the rest of your life. We want to take care of our clients and employees the same way you take care of yourself and your family.
Profile
In this post-pandemic world, investors have come off the highs of a 10 year bull market, and are looking for financial advice that takes their whole picture into account. George Naef and his team follow a disciplined process that starts with getting to know the client and their whole picture. They then help fulfill picture with a high likelihood of success through the lens of banking, cash management, investments, and lending.
George has clients from a wide variety of backgrounds. He and his team have experience in these areas
- Real Estate - realtors, contractors, lenders, real estate investors, individuals buying secondary homes, vacation homes, or helping their children with homebuying
- Businesses - non profits and for profits in the small and medium size business area, those in large business with concentrated stock positions, M&A
- Retirees - those retiring within 5 years, encore career retirees, and retired inheritors
- Legacy - family meetings, trust services, charitable giving
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Rotary and Habitat for Humanity . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
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.
Professional Staff
Supported by the global resources of Merrill, my 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.
Toyae Berry
Wealth Management Banking Specialist
Merrill
Brenda Dolan
Wealth Strategies Advisor
Bank of America, N.A.
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 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.
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.
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.
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.
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