Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
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.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #544430
Structured Credit Executive
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill Lynch
September 3rd, 2020|12:00 PM - 1:00 PM EDT
You’re invited to a Virtual event
VCH & Associates, Merrill Lynch Wealth Management
Brent Hardy, Senior Vice President, Senior Financial Advisor
David Van Lenten, Vice President, Wealth Management Advisor
Jason Mitchell, Financial Advisor
We will host two sessions for your convenience. Please choose which session you would like to attend:
Session 1: Thursday, September 3, 2020 at 12:00 noon EDT
Register: https://attend1000.webex.com/attend1000/onstage/g.php?MTID=e09c2390594cbf76ff5878fdb489560e9
Session 2: Thursday, September 3, 2020 at 6:00 PM EDT
Register: https://attend1000.webex.com/attend1000/onstage/g.php?MTID=e5229376a3380f1f43048493518860867
Once registered, you will receive an email with participant access details and dial in number for audio.
October 1st, 2020|12:00 PM - 7:00 PM EDT
VCH & Associates, Merrill Lynch Wealth Management
Brent Hardy, Senior Vice President, Senior Financial Advisor
David Van Lenten, CPWA®, Vice President, Wealth Management Advisor
Jason Mitchell, CPFA, Financial Advisor
with Nathan Mains, Vice President, American Funds
Please choose which session you would like to attend:
Session 1: Thursday, October 1, 2020 at 12:00 noon EDT
Register: https://attend1000.webex.com/attend1000/onstage/g.php?MTID=ef5c8cb87069ebcb846a289573d53b1f0
Session 2: Thursday, October 1, 2020 at 6:00 PM EDT
Register: https://attend1000.webex.com/attend1000/onstage/g.php?MTID=e082b919a220c7a1b930d79d4f4fb116f
Once registered, you will receive an email with participant call in details and an invite to add to your calendar. Please note you will need to dial in to the number provided for audio.
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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 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.
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. |
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