Tune out the noise: Wealth planning for the year ahead

Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

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Michael R. Marsh (Mike)

Senior Vice President
Senior Financial Advisor

Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

My mission for assisting nonprofit institutions is to augment their fiduciary and financial well-being, by providing objective advice, individually tailored portfolios and prudently build on the value that they have already created. My service model is high touch with an experienced Financial Advisor as their direct and main point of contact. My goal is to earn their trust and thus, be the preferred Financial Advisor to the nonprofit community.

Profile

Michael R. Marsh (Mike) is a Senior Vice President, Senior Financial Advisor with Merrill Lynch Wealth Management based in Bethesda, MD. With more than 27 years of experience Mike exclusively focuses on serving the investment advisory/OCIO requisites of the Nonprofit Community. Albeit he will work with qualified Staff, Board Members and Donors of Nonprofits. Mike has held senior level investment advisory positions since 1996.

Prior to joining Merrill, Mike was the founding National Director of Rockefeller & Co.’s Nonprofit Investment Services Department. Before entering the financial industry Mike dedicated the first 15 years of his career working in Nonprofits (e.g., UNHCR, CRS, USCC/MRS, Jesuit Order, CARE, JRS/USA...) globally in Africa, China, Central America, Eastern Europe, Russia & Southeast Asia at all professional levels. He was also a UNHCR ESL Instructor in a Philippines Refugee Camp and VISTA Volunteer (Ohio).

Mike received his Master’s in Business Administration (MBA) from Fordham University at New York, NY (Honors), Masters’ Degrees in Divinity (M.DIV.) and Theology (TH.M.) from the Graduate Theological Union at Berkeley, California (Honors) and B.S. from Fairleigh Dickinson University at New Jersey (Honors). Mike holds an Executive Certificate in Financial Planning (eCFP®) from Georgetown University and a Series 7, 65 & 63 FINRA registrations. He is a member of Beta Gamma Sigma & Alpha Mu Alpha (Honor Societies). He served on the Board & Finance Committees of the United Nations Association and Jesuit Refugee Services/USA. Mike currently volunteers and financial supports numerous nonprofit institutions.

Please consider adding Mike to your next RFP search for Investment Advisory/OCIO Services, to simply compete for your nonprofit institution's professional partnership. Email: MMARSH@ML.COM.

  • EDUCATION

    Fairleigh Dickinson University

    Fordham University

    Graduate Theological Union

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 connecting all aspects of clients’ financial lives to help them prioritize and pursue goals that matter most to them. I work with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. I help them articulate their short- and long-term goals, then work with them to establish a financial approach aligned with what they strive to achieve. I do so while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.

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.

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

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.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

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.

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    #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.

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      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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      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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      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.