Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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As financial advisors, some of the most valuable qualities that our team can offer to you are the trust, guidance, and care needed to help you acheive your goals. You and your family deserve spending time doing the things you enjoy most. Understanding your priorities, our team works closely with you to develop and monitor your personalized life plan, with the goal of providing you with the comfort and confidence of knowing that your money is being managed with your goals in mind.
Your needs extend beyond wealth management. As a client you will have access to a wide variety of lending, trust, credit, investment, and banking services through Bank of America. Whether related to your family, home, health, work, or retirement, our team will be there when you need a trusted advisor most.
Planning for your financial future means more than getting investment advice. It's about working closely with a team dedicated to knowing who you are and what you want to accomplish. A team who understands how hard you've worked to get where you are and how you define fulfillment in life for you and the generations that will follow. Guided by what's important to you, our commitment is centered on helping you achieve your goals by making your needs and wants a priority.
When you work with us, it means having advisors that are truly dedicated to helping you achieve your financial goals. Our approach is simple, transparent and supported by experienced investment advice and guidance.
As a client, you will realize the full value of our relationship, including:
Helping you make significant decisions
Recognizing your life priorities and goals
Understanding your investment personality
Helping you prioritize and pursue goals
Being transparent by making possibilities, fees and risks clear
Helping you achieve the retirement lifestyle you envision
Preparing for the cost of the best education possible for your children and grandchildren
Wealth transfer to the next generation
Establishment of your legacy through family foundations and philanthropy
Diversifying business interests
Our team is fully versed in the many issues that affect wealth management. No matter what your short and long-term goals may be, we’ll begin by getting to know you as we explore the following seven priorities together.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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.
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.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we 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.
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.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.