Merrill lynch

Baker & Associates

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Merrill Lynch
Wealth Management


Baker and Associates is a diversified group of members born in four different continents all coming together for a single goal. We deliver the intimacy of a small boutique with the resources and opportunities of one of the largest global investment firms in the world. Working with our select number of clients, we bring investments strategies typically reserved for large institutional investors.

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Welcome

Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Capabilities

Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Client Digital Services

Step-By-Step Instructions

It is important to us that our clients have step-by-step instructions in order to take full advantage of the tremendous amount of technology available to them. The various instructions listed below are designed to guide our clients in navigating our diverse online platform.

MyMerrill Mobile App

https://www.mymerrill.com/sve/pages/ecmsmodalpopup.aspx?Type=Mobile-App-Video-Share 

MyMerrill Mobile Enrollment

https://www.mymerrill.com/sve/pages/ecmsmodalpopup.aspx?Type=MM_MobileAppEnrollment 

Mobile Check Deposit

https://www.mymerrill.com/sve/pages/ecmsmodalpopup.aspx?Type=Mobile-Check-Deposit-Share 

My Financial Picture

https://www.mymerrill.com/sve/pages/ecmsmodalpopup.aspx?Type=mfp_video-share 

Online Delivery

https://www.mymerrill.com/sve/pages/ecmsmodalpopup.aspx?Type=Online-Delivery 

Access the Secure Inbox

https://www.mymerrill.com/sve/pages/ecmsmodalpopup.aspx?Type=Secure-Message-Center 

Client Security Features

https://www.mymerrill.com/sve/pages/ecmsmodalpopup.aspx?Type=Client-Security-Features 

 

Digital Signature Suite Tools:


e-Signature

https://www.mymerrill.com/sve/pages/ecmsmodalpopup.aspx?Type=e-Signature-Video 

Mobile Easy Sign

https://www.mymerrill.com/sve/pages/ecmsmodalpopup.aspx?Type=Mobile-Easy-Sign-Share 

Sending Documents to Your Advisor

https://www.mymerrill.com/sve/pages/ecmsmodalpopup.aspx?Type=Sending-Documents-to-Your-Advisor-Share

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Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

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Philosophy

Over the past few short years our world has been in a massive paradigm shift. Markets, economies, and labor forces have drastically changed. Potential investment opportunities are now arising daily. The investment trajectory for wealth has changed. We have to not only understand investment opportunities, but our client’s wealth structure and goals.

- Where are you today?

- Where do you want to be tomorrow?

- What do you want to accomplish along the way?

Our focus is understanding you, our clients, and your priorities, so that we can offer our years of experience and resources to help you build a strong financial foundation rooted in the financials complexities of your life.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Rick Baker

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Meet Our 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.

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.

Keyonna Coons

Wealth Management Banking Specialist

Merrill

Alyson King

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #13085

Kurt A. Niemeyer

National Structured Credit Executive

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 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 AdvisorTM
      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.