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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.
Arthur Anderson, CPFA
Financial AdvisorMerrill Lynch
Wealth Management
Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
Profile
Arthur Anderson also has experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank for clients’ trust and estate planning services needs and Bank of America for clients’ credit and lending needs. In addition, he can work with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy approach.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Tuesday's Child... . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
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EDUCATION
Illinois Institute of Technology
University of Illinois
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.
Professional Staff
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.
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.
Jermaine Gomes
Retirement Specialist
Bank of America, N.A.
Brian Carlton Lighty
Employee Benefits Specialist
Bank of America, N.A.
Gregg Baker
Wealth Management Banking Specialist
Merrill
Where do we begin? It starts with you.
At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.
Understanding Your Life
Welcome
As a Merrill Lynch Wealth Management advisor, I focus on meaningful “client experiences” that extend well beyond what you may expect from a financial advisory team.
To help you move smoothly from Point A to Point B, we invest our time to understand who you are, what keeps you up at night, and what gets you up the next morning. As a financial advisor, I want to know what holds meaning to you – financially, professionally, and personally.
By listening more than talking and providing undivided attention, I can craft thoughtful, highly personalized strategies to help simplify your complex challenges, complement the efforts of your CPA and attorney, and bring clarity to your life’s most significant transitions. Whether you’re nearing retirement, just married, recently divorced or widowed, welcoming a child back home after college, having your first child, buying your home, or launching a new venture, I'm here to help.
A hallmark of our approach is caring for your “wealth and wellness.” I'm an engineer at heart and an analytical thinker, so I'm also passionate about educating you on finance and investments. Our wealth management commitment to you is ongoing. Our specialists and I look forward to helping strengthen your financial security and making you comfortable with the road ahead.
About Me
Making relationships work require total transparency and I’d like to share with you some experiences that led me to become a financial professional.
I’m a Financial Advisor but also a businessman, investor, father, and loving husband. My wife would also describe me as a movie connoisseur and a die-hard White Sox fan. Additionally, I’m a board member of Tuesday’s Child, an organization that offers support to families of children with behavioral challenges.
After earning a Bachelor of Science in Chemical Engineering from the Illinois Institute of Technology, I attained my Master of Business Administration (MBA) from the University of Illinois. I have over 13 years of operational management experience as well as experience co-founding two start-ups. Now, I help families through the wealth management life cycle. It's my passion to help you build a financial strategy tailored to your needs with the full understanding of your busy lifestyle.
Right now, I have many clients who work in the Science, Technology, Engineering, and Mathematics (STEM) fields. This includes physicians, dentists, and other healthcare professionals. However, I can work with anyone who is motivated and wants to start planning for their future.
I confer with client’s other key professionals (i.e. legal counsel, certified public accountants, estate planners, other brokers, etc.) to provide a professional plan to help achieve personalized, long-term financial and life goals. Using my disciplined approach, I take each client through the three stages of wealth management: Accumulating, Consolidating, and Endowing. When you put your money to work properly, you can spend time doing what matters to you most. I’m excited about helping you build a legacy of wealth by designing your financial approach to help you grow your lifestyle to its greatest potential.
https://www.linkedin.com/in/arthurandersonjr/
Philosophy
I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.
Process
Services
I can assist with potential solutions for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. Additionally, I can provide you with access to a Wealth Management Lending Officer from Bank of America, N.A., who can review and help with your home lending needs.
Please check out these links to short videos of complimentary financial education:
Budgeting & Spending
Establish Emergency Savings
Bridging Gaps in Your Budget
Prioritizing Retirement
Investing for Your Retirement
Retirement Income Planning
For more financial tips visit https://www.linkedin.com/in/arthurandersonjr/
*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
*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.
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 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.
Articles
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.
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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