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Arthur Anderson

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@ArthurAdvises

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.

  • EDUCATION

    Illinois Institute of Technology

    University of Illinois

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.

Allen Reece

Allen Reece

Trust Specialist

Bank of America, N.A.

Jermaine Gomes

Jermaine Gomes

Retirement Specialist

Bank of America, N.A.

Gregg Baker

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.

With my background in engineering and finance, I provide financial education and help individuals in the Science, Technology, Engineering, and Mathematics (STEM) field.  This includes physicians, dentists, and other healthcare professionals.  It's my passion to help you build a financial strategy tailored to your needs with the full understanding of your busy lifestyle as a STEM professional.

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 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

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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.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

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.



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.



    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.

    #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.

      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.


      Merrill_Capabilities_Brochure.png

      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.