Arec Ligon

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Profile

I focus on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

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 Sunrise Optimist Club . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.

    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.

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    M. Breeze Krumm

    Wealth Management Lending Officer - NMLS # 1805648

    Sean Buchan

    Sean Buchan

    Wealth Management Banking Specialist

    Upcoming Events

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    Investing in Your Child's Future Webinar

    510 E 96th St Ste 500, Indianapolis, IN 46240

    May 29th, 2019|7:00 PM - 7:45 PM EDT

    We’ll discuss:
    Funding options: borrowing versus saving
    Education planning solutions
    How Merrill Lynch Wealth Management can help

    For your personal invitation to the online Webex Presentation, please contact Arec Ligon by phone or email below

      For more information: 317.848.3339 or Arec.Ligon@ML.com

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      Protecting Wealth from Healthcare Costs Webinar

      510 E 96th St Ste 500, Indianapolis, IN 46240

      June 5th, 2019|7:00 PM - 7:45 PM EDT

      We'll discuss:
      Your retirement healthcare costs
      Protecting against long term care costs
      Integrating healthcare into your strategy

      For your personal invitation to the online Webex Presentation, please contact Arec Ligon by phone or email below

        For more information: 317.848.3339 or Arec.Ligon@ML.com

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        Investing Basics Webinar

        510 E 96th St Ste 500, Indianapolis, IN 46240

        June 12th, 2019|7:00 PM - 7:45 PM EDT

        We'll discuss:
        Three key principles used by investors
        A goals-based investing approach based on you
        The benefits of an advisor

        For your personal invitation to the online Webex Presentation, please contact Arec Ligon by phone or email below

          For more information: 317.848.3339 or Arec.Ligon@ML.com

          Past Events

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          Financial Journey of Modern Parenting Webinar

          510 E 96th St Ste 500, Indianapolis, IN 46240

          May 8th, 2019|7:00 PM - 7:45 PM EDT

          We'll share research and discuss:
          Financial challenges that parents face
          How to plan and pursue a secure financial future for your family

          For your personal invitation to the online Webex Presentation, please contact Arec by phone or email below

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            Investing in Your Child's Future Webinar

            510 E 96th St Ste 500, Indianapolis, IN 46240

            May 15th, 2019|7:00 PM - 7:45 PM EDT

            We’ll discuss:
            Funding options: borrowing versus saving
            Tax-advantaged education planning solutions
            How Merrill Lynch can help

            For your personal invitation to the online Webex Presentation, please contact Arec Ligon by phone or email below

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              Integrating Business Goals Webinar

              510 E 96th St Ste 500, Indianapolis, IN 46240

              May 22nd, 2019|7:00 PM - 7:45 PM EDT

              Business owners juggle their needs and goals on a time crunch. We'll discuss combining your business goals and personal priorities.

              For your personal invitation to the online WebEx presentation, please contact Arec Ligon by phone or email below.

                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

                My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. My wealth management approach is about using wealth to help turn goals into reality.

                Philosophy

                I believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice.  I take the time to get to understand who you are, what you hope to achieve and what keeps you up at night. Using an understanding of your life and priorities as a foundation, I can work with you to build a goals-based financial strategy.

                Approach

                Helping you pursue your goals starts with getting to know you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. My process offers a flexible framework we can call upon to help you identify and prioritize your personal and professional financial goals, including areas such as education funding or your lifestyle in the future. I also offer strategies to provide the “fit” that may best serve your objectives, risk tolerance, time horizon and liquidity needs. I help you understand fees and expenses associated with your accounts.

                Capabilities

                We believe that to feel good about your finances, you need to know exactly where you are, where you want to go, and how much you may need to get there. I work with you to develop a customized financial strategy, drawing on the best thinking of our firm, to help you with your financial future. I will make it clear what you're paying for and what you're getting. As your life and the markets change, we will meet periodically to help make sure you're on track in pursuing your goals and to adjust your strategy as needed for the journey ahead.

                Focus On High-Net-Worth Individuals and Business Owners

                I'm fully versed in the many issues that affect wealth management. No matter what your short- and long-term goals may be, I'll begin by getting to know you as we explore the following seven priorities together:

                • Health: Managing healthcare expenses, now and in the future
                • Home: Upsizing, downsizing, remodeling or buying a vacation home
                • Family: Taking care of your family and other people in your life
                • Leisure: Spending your free time in meaningful ways
                • Giving: Volunteering, mentoring and giving to charities
                • Work: Working in retirement, selling or starting a business
                • Finance: Bringing it all together; defining your financial goals
                We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.

                Your approach to investing

                Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

                Understanding your goals and priorities

                Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

                Your Financial Strategy

                We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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
                FAMILY
                Taking care of your family and other people in your life
                • Trust & Estate Services2
                • Education Funding Strategies1
                • Insurance3
                HEALTH
                HEALTH
                Planning for healthcare expenses now and in the future
                • Long-term Care Insurance3
                • Health Savings Account2
                • Disability Insurance3
                HOME
                HOME
                Upsizing, downsizing, remodeling or buying a vacation home
                • Home Loans2
                • Home Equity Lines of Credit2
                • Securities-Based Lending2
                • Credit Cards2
                WORK
                WORK
                Working in retirement, selling or starting a business
                • Bank of America Business Banking2
                • Exchange Funds1
                • Concentrated Stock Management1
                • Succession Planning1
                LEISURE
                LEISURE
                Spending your free time in meaningful ways
                • Credit Cards2
                • Securities-Based Lending2
                • Structured Lending2
                GIVING
                GIVING
                Volunteering, mentoring others and giving to charities
                • Donor-Advised Funds2
                • Private Foundations2
                • Charitable Trusts2
                FINANCE
                FINANCE
                Using your finances to bring it all together
                • Merrill Lynch 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

                1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
                2Banking products are offered by Bank of America, N.A.
                3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

                Staying on Track

                We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.

                Regular reviews to help you stay on track
                Regular reviews to help you stay on track

                We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

                  Monitoring changes in your life and to your goals
                  Monitoring changes in your life and to your goals

                  Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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                  Access to what you need, when you need it

                  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

                  • Your advisor is never more than a click away within our site or mobile apps
                  • 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

                  *Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

                  Let’s Have a Conversation

                  Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

                  Why Merrill Lynch?

                  As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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.

                  Personalized advice from a dedicated financial advisor.

                  Getting to know you is our primary goal.

                  A comprehensive approach, built around your life’s priorities.

                  Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

                  Adjusting your plan as your life and the markets change.

                  We will work to help you stay on track, regardless of what the markets are doing.