Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

Williams, Jones & Associates

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Merrill Lynch
Wealth Management

We know you want to take care of your family and loved ones. We feel the same way.

At Williams, Jones & Associates, we help you do more with your wealth, uncovering opportunities and shedding light on complexity, supporting you in a more thoughtful approach to your financial life.

Williams, Jones & Associates

You Are Our Priority

You know when people are paying attention—when they engage with what matters to you, when they work hard on your behalf, when they back up their words with demonstrated action.

At Williams, Jones & Associates, we look to be that kind of team for the clients we serve.

We’re a Merrill wealth management team that serves clients in multiple states in the U.S., helping them organize, grow, and steward their wealth more effectively.

We recognize that each client is different, with distinctive values, interests, and ambitions. We have a strong appreciation for the clients we serve—what they’ve accomplished, what inspires them, and what lies ahead. We draw on our collective strengths, working in concert to bring out the best in each other so that we can deliver a client experience that we believe is like no other.

Our Difference

Here are a few of the ways that we look to provide a different caliber of experience:

We strive for excellence. Clients come to us with complex issues. We’re skilled in helping them make sense of their situations, lending our technical insight, practical knowledge, and heartfelt service. We’ve seen a lot and done a lot as a team; that experience, we believe, lends an edge to the people we advise.

We ground our work in a written plan. We believe that a thorough plan is essential for any undertaking. For that reason, we begin each relationship by listening attentively and gaining an in-depth understanding of each client’s financial situation, short- and long-term goals, and aspirations. We then create a clear, documented plan for what lies ahead so that clients can benchmark their progress toward objectives. This plan evolves over time, reflecting the dynamic nature of each client’s interests.

We take our work very seriously. We know your finances are more than your investments. They are your past and your future, your security and your aspirations for your life ahead. We approach our work with that gravity in mind, treating your financial life with the integrity it deserves.

We have a refined skillset. Speak with us for a few minutes, and you’ll likely hear some thoughtful questions and innovative ideas. We look to offer clients our best thinking, drawing on our background in accounting, investing, strategy, and coaching. Our education, experience, and professional designations attest to our desire to deliver a differentiated experience to the clients we serve.

We find joy in our work. Our practice is people focused. We care deeply about the people we serve and about each other. We’re a collegial team, and that harmony, we believe, translates into better outcomes for the clients we advise. When clients share their goals with us, we are motivated by genuine energy and enthusiasm, honored to have a meaningful impact on their lives and the lives of the people they cherish.

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.”).

Meet the 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.

Blake Wilcox

Wealth Management Banking Specialist

Merrill

Scott Palmer

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #298332

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

      We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.

      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.