Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Simon Wilford began his career in the financial industry in the mid-1980s as a country stock and options broker for Wilshere Baldwin & Co. in the UK which later became part of London merchant bank Brown Shipley. Before moving to the USA and joining the Merrill Lynch Wealth Management Honolulu office in 2001 he worked for several years in Hong Kong and Japan as a money broker specializing in equity OTC derivatives and interest rate swaps and options for two of the world’s leading IDB firms, where he was manager of the desks. As First Vice President, Wealth Management Advisor and Portfolio Manager at Merrill, Simon assists High Net Worth clients achieve an appropriate investment structure, and helps achieve goals through investment in multiple asset classes. Simon focuses on Alternative Investments including Private Equity. As a Portfolio Manager, Simon can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Simon was educated at Stoneygate, and Uppingham in England where he was House Captain and School Praeposter. He competed in rugby, field hockey and track & field in which the team completed an unbeaten senior year season. He was a two-time Victor Ludorum champion in athletics. Having lived in Europe, Asia and the Americas, he currently lives with his wife Lisa, their two daughters Kianna and Lauren, and two dogs in Honolulu, Hawaii.
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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.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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 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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.