Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Along with developing customized wealth plans, Ed and his team work with a select group of individuals, families and institutions in the area of wealth management.
The process begins with getting to know your specific needs, challenges, goals, and aspirations. This level of understanding continues throughout the relationship, helping to ensure your wealth management plan is regularly reviewed and updated as you and your family experience the inevitable changes that occur in life.
The world of finance and the financial markets are fast moving, complex and rapidly changing, This is where the team comes into play. Our job is to provide you with the resources and insights available at Merrill and Bank of America to help you answer key questions and make important, informed decisions regarding your financial life. These include:
Does my current wealth strategy align with my risk tolerance and goals given current market conditions?
Is my family properly properly protected in the event that anything should happen to me?
Will I be able to enjoy my desired lifestyle in my retirement years?
Along with wealth management planning, the team can also help you with portfolio construction, investment advisory, asset allocation, wealth creation and transfer, and provide access to private banking service from Bank of America Private Bank. Through Bank of America you will have access to credit and balance sheet management, mortgage and customized lending, credit cards, and basic banking. The best financial approach is the one that provides you with the comfort and confidence of knowing you and your family are provided with the services you desire and the care you deserve.
For many clients these needs include helping to ensure their best interest is being served through the sale of a business, home or other liquidity event, changing jobs, understanding alternative investing, or working closely to conduct a comprehensive review of their current investment portfolio. With access to the investment insights of Merrill and the banking convenience of Bank of America the team is able to work closed with you to develop a strategy aligned to what matters most to you and your family.
*Ed Viglietta NMLS ID 1465510
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Clarkson University
Vanderbilt University
Georgia State University
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.
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.
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.
Wealth Management Banking Specialist
Merrill
Structured Credit Executive
Bank of America, N.A.
Wealth Strategist
Merrill
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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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