Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Clarke has worked in the financial services industry since 2008 and joined Merrill Lynch Wealth Management in 2013. He focuses his practice on helping corporate executives, business owners, wealthy families and offering access to fiduciary services for corporate retirement plans. His process starts with building a comprehensive financial strategy based on a personal balance sheet and cash flow analysis. He then works with his clients to build customized investment strategies designed to maximize the pursuit of their financial goals, while carefully weighing returns and risks. Clients can expect regular reviews to assess the impact of market fluctuations and changes in their lives and the how these may impact the pursuit of their goals. Clarke believes this is a relationship based business and enjoys creating life long relationships.
Clarke earned his bachelor's degree in history from Augsburg College and MBA from Montreat College. Clarke holds the Certified Investment Management Analyst® certification and Certified Private Wealth Advisor® certification. Both are administered by the Investments & Wealth Institute™. The CIMA® was taught in conjunction with The Wharton School at the University of Pennsylvania and the CPWA® was taught in conjunction with The University of Chicago Booth School of Business.
Hazelden Graduate School of Addiction Studies
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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
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.