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We get to know you and your family, your financial situation and what matters most to you.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
Supported by the global resources of Merrill, our group 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.
Retirement Specialist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Wealth Strategist
Merrill
October 3rd, 2023|1:00 PM CDT
Learn how you can help make higher education for a child or grandchild possible and take advantage of estate planning benefits. While the prospect of investing enough money to pay for college may seem daunting, integrating education planning into your overall financial strategy can have its benefits. For both parents and grandparents, the key to developing an education investment strategy is to understand the options available.
In this informative webinar, we'll Discuss:
For more information: 847.780.0518 or lana_katsnelson@ml.com
October 18th, 2023|12:30 PM CDT
Deciding when to file for Social Security can have a significant impact on your long term financial strategy - for you and potentially your family. Join this informative webinar to explore options to consider, including:
For more information: 847.780.0518 or lana_katsnelson@ml.com
November 15th, 2023|12:30 PM CST
Taxes are a key consideration when investing in a non-qualified brokerage account. How you diversify and rebalance your portfolio may have significant tax costs.
Along with a personal wealth analysis, learn how you can incorporate personalized tax solutions into your investment strategy in collaboration with your accountant and your Merrill Wealth Management Team.
Join this webinar to learn about the future of asset management and tax efficiencies.
Presented by:
Bill Bailey, Jr., JD | Goldman Sachs Asset Management
Client Portfolio Manager | Quantitative Equity Solutions (QES)
Register for the WebEx here, or contact Lana Katsnelson at 847-780-0518 or email lana_katsnelson@ml.com.
Merrill Lynch and Goldman Sachs do not provide tax advice, and we encourage you to discuss tax implications with your accountant.
For more information: 847.780.0518 or lana_katsnelson@ml.com
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 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.
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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