Peller Koleff Team
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Helping you create a personalized plan
At Merrill, we go beyond the traditional role of an advisor.
- Your goals, concerns and attitude about investing are the foundation of your plan.
- We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
- We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Giving you access to our teams and solutions
Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:
- Bank of America specialists, such as mortgage or trust professionals
- Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
- A full suite of Merrill investing and Bank of America banking solutions
1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
