Our Philosophy

How We Help Clients
Clients at various stages in their lives count on us to help them find ways to pursue their financial and life goals, including:

• The retirement lifestyle they envision
• Preparing for the cost of the best education possible for their children and grandchildren
• Wealth transfer to the next generation
• Establishment of their legacy through family foundations and philanthropy
• Diversifying business interests
• Potential solutions for managing concentrated equity holdings

Our Capabilities

A broad array of strategies designed for sophisticated financial needs.

• While we help individuals and businesses manage their assets for the future, that's only the beginning.
• Our team can offer you access to strategies across the financial spectrum.
• We offer solutions that take into consideration your needs, goals, risk tolerance, investment time frame, and liquidity requirements.
• No matter where your life or business takes you, we can help you maintain focus on what you value most.

Investment services, banking services, & personal service.

• Because we work with clients holding significant assets, we can offer you access to a customized suite of high-level financial services.
• Our team can offer individual client approaches to asset allocation, wealth management strategies, estate planning services, and retirement planning services, as well as insurance and risk management strategies.
• We can also provide access to banking, credit, and lending through Bank of America.

An open investment platform.,

• Through our team, both individual and corporate clients have access to Merrill's open investment platform.
• We can assist with investment strategies through our Investment Advisory Program and wealth preservation strategies using domestic and international equities, fixed-income, mutual funds, exchange-traded funds, market-linked investments, alternative investments, annuities, and life insurance.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Our Online Capabilities

Enjoy convenient, secure account access with MyMerrill®

We’re here to help you pursue your goals — and to make your busy life a little easier.  With MyMerrill, you can access your investment accounts how, when and where you want to.

MyMerrill Features includes:

• Portfolio Summary
• Holdings
• Unrealized & Realized Gain/Loss
• Research & Insights
• Activity
• Statements
• Secure Message Center
• Real–Time Quotes
• Money Transfers
• Available to Withdraw (Cash and Margin)
• Documents Vault
• Bill Pay
• Downloads
• Watchlists & Alerts
• e-Signature
• Pay Merrill and Bank of America Credit Cards
• Authorized Account Access (3rd Party)
• My Financial Picture
• MyMerrill Security Features
• Document Scanning
• MyMerrill Mobile App (available on Android, iPad and iPhone mobile devices)

Here are some links to help you understand how it works. 

• MyMerrill Overview  
• Wealth Management Your Way 
• Online Delivery and MyMerrill enrollment 
• MyMerrill Mobile App 
• Secure Message Center 
• My Financial Picture 
• MyMerrill Security Features 
• Mobile Check Deposit   
• e-Signature   
• Authorize Account Access (3rd Party) 
• Touch ID   
• Document Scanning 
• Digital Capabilities 
• Banking, Borrowing and Investing 

To gain access or to learn more, please contact our team today!

Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Our Focus

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.