Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
BBV Wealth Management Group
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Merrill Lynch
Wealth Management
Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.
BBV Wealth Management Group
Giving Back
The concept of “giving back” is what drives our personal and professional lives. As financial advisors we’ve dedicated ourselves to helping individuals and families who may be facing current, unexpected or future financial challenges…and we’re particularly proud that we can help them live their legacies every day of their lives. We “give back” by combining our client-first people skills with our extensive wealth planning and management experience, helping clients to articulate and pursue their cherished lifestyle and retirement goals.
How else do we “give back?” We’re absolutely committed to dealing with client needs, wants, demands and complexities, and we make ourselves accessible virtually around the clock. Once we get to know a client—and that extends to executives and entrepreneurs as well as individuals and family members—we strive to help that client understand the range of individualized strategies and solutions that may be employed at various stages of life.
Our focus extends to client education and relationships. We consider ourselves guides and teachers who can help clients and their families—including the younger generation—understand the wealth planning process, how the equities and bond markets work, and the power of creating a customized blueprint to help preserve and grow wealth. We offer you over 20 years of experience, along with the global investing resources of Merrill and access to the credit, lending and convenience of Bank of America. Let’s have a conversation and talk about how we can best “give back” to you.
Our Philosophy
Being there when hard decisions have to be made…being there when the markets are moving this way and that…being there when a client wants to chat, have a meeting, take in a seminar or a special event…being there for a client who’s become an investor and a friend…being there defines a working, caring relationship with our entire team…being there means when you need the BBV team the most, we’ll be there.
Our financial philosophy is built around relationships…being there to help clients work through the wealth cycle of accumulation, preservation and distribution…being there to truly learn about each client and what each client is hoping to accomplish…being there to conduct reviews and recommend adjustments aimed at dealing with changing conditions and client circumstances…being there as the size, diversity and complexity of the challenges clients face increase…which is why we believe you need to engage financial advisors like us who work to better understand your needs and objectives. Our philosophy encompasses our entire, diversified client base, optimizing your portfolio so family members may be provided for during and after your lifetime.
Being there means staying in close contact with you, working to anticipate your financial needs…being there means making recommendations that align with your individual strategy…and being there means we are prepared to bring our dedicated philosophy—being there—to your assets in accordance with the values and principles you believe in.
We want to be there for you.
Working With Us
What are you accomplishing—or hope to accomplish—with your wealth? Will you be able to support your children’s educational funding and aspirations? Are you prepared to deal with the challenge of meeting both a lifestyle and retirement income strategy? We believe that a key to growing and holding onto sustainable income begins with understanding the risks and rewards of creating a long-term plan that can help you meet your goals. And that process begins with an uncompromising conversation, an activity we expect to eventually turn into a collaboration.
Our initial objective is to help you organize your financial life, whether your aim ranges from growth and wealth preservation to succession planning and wealth transfer. We’ll collaborate with you by helping you build a framework that begins with our understanding your immediate family and financial situation. With that information, combined with our ability to draw on industry-leading specialists, we have the tools that can help you identify and address personal and professional goals, manage risk, and reduce vulnerability to market fluctuations.
Fortunately, we are a team that will work tirelessly to help you pursue your goals through highly personalized wealth planning strategies. Whether you want to build or expand a business, pursue a passion or create a legacy for your family and future generations, contact us at your convenience. It helps to have the BBV team at your side.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
BBV Wealth Management Group
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
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.
Jonathan Reaves
Wealth Management Banking Specialist
Merrill
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Kristen S Busciglio
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #559834
Create a plan that is all about you.
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.
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
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.
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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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