Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Now’s the time to have the bull at your back, with Merrill.
Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.
Now’s the time to have the bull at your back, with Merrill.
Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.
Guillot- Orten- Breaux- Nelson Group
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Merrill Lynch
Wealth Management
Accessible, knowledgeable and experienced, we are committed to building and maintaining strong client relationships. We’re passionate about what we do and we bring that passion to helping every client make what may be the most important financial decisions of their lives.
Guillot- Orten- Breaux- Nelson Group
Approach
Our approach to investing is grounded in an understanding of you. It all begins with a conversation. We take the time to get to know you — your kids' names, how hard you worked to get where you are and how you define success. We'll work together with you to understand your investment personality, prioritize your goals and build a financial approach that reflects your needs. We believe investors can benefit from our advice, access to the investment insights offered by Merrill, trust and fiduciary services from Bank of America Private Bank and the banking convenience of Bank of America. When it comes to your success, there’s only one financial approach that really matters — yours.
Capabilities
In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. We feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill, and with access to the banking convenience of Bank of America, we can offer services that can help you address virtually every financial challenge you face.
Focus On High-Net-Worth Individuals and Business Owners
We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances.
No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:
- 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
- Potential risk management solutions
- Trust and estate planning services
- Potential wealth management solutions
- Access to Bank of America for your credit and banking needs
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 approach 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 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 approach.
Philosophy
No two people are alike. Consequently, there is no single wealth management approach that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can we help you position yourself to identify and address financial challenges and potential opportunities. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals.
Welcome
Our entire team shares a common goal: to help clients pursue their personal goals, such as planning for and funding their children’s educations, helping to ensure that their money lasts in retirement, planning for their potential health care costs and managing the transfer of wealth to the younger generation. Everything we do takes into account the clients’ personal perspectives and priorities. We aim to help bring simplicity and transparency to the complexities of finance; making the intimidating task of planning for the future an exciting journey of managing and helping you reach your goals.
Meet the Team
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.
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.
James Camarda
Alternative Investments Regional Specialist
Bank of America, N.A.
Jennifer C. Harper
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #504488
Adi Muranovic
Wealth Management Banking Specialist
Merrill
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.
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 we can help you create a financial approach that reflects your personality. Only then can we 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.
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