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.

Watch now

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.

Michael Ferris

Alternative Investments Regional Specialist

Bank of America, N.A.

Rawson Hubbell

Wealth Strategist


Julie Shea

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #484187

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


With five decades of collective experience, our goal is to know you on a personal level, understand your needs and aspirations, and help you achieve what matters most.

We start by listening to develop an insight into who you are and what you’re trying to accomplish. From there, we help you prioritize your goals and learn where you are in relation to where you want to be. As your life changes, we can help you navigate those changes and recommend strategy updates that adapt to evolving life circumstances, needs, and resources.

The foundation of our work is to take a big picture view of what is most important in your financial life. Along the way, we will help you think about the things you may not be considering, which can ultimately help position you for the future to pursue the life and legacy you envision. 

We are dedicated to working with clients’ estate planning attorneys, CPAs and other professional advisors to ensure all parties are working efficiently, effectively and in the best interest of our mutual clients.


We believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice.  We take the time to get to know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial approach.


No two investment approaches are alike because no two investors are alike. We'll examine several components — your life priorities, investment personality and financial situation — and work together to help you create a customized, actionable approach with personalized advice and measurable goals. We'll help you track progress to your goals and work with you to adjust your investment approach over time, as needed.

Equity Ownership & Equity Compensation

Whether you are just receiving seed capital, preparing for an acquisition or IPO, or navigating the complexities of public stock ownership, your equity stake is likely your most complex asset. If you are like many of our clients, the vast majority of your time and energy is focused on growing your company while personal planning takes a back seat.

As a team of veteran advisors with a focus on the entrepreneurial community, we understand the implications of your equity ownership and the challenges you face. With proper preparation, we can help optimize your position and mitigate associated risks as you work towards your personal and professional goals. 
We provide consultation relating to equity compensation and stock ownership and coordinate with CPAs to identify optimal tax strategies (i.e. 83b/83i elections, Section 1202/Qualified Small Business Stock, stock options, restricted stock/RSUs, etc.). For executives and key associates at publicly traded companies, we offer a broad array of executive services including 10b5-1 trading strategies, time and/or price considerations, equity block trading, trading windows and pre-trade verification, post-trade reporting (SEC Form 4/144), and, when necessary, collaboration with the issuer’s designated brokerage firm.

Core Capabilities

Wealth Management & Reinvestment Strategies

Investment recommendations are guided by the financial strategy and are customized to the goals, concerns, and aspirations of each client. Our investment philosophy is directly informed using conservative, forward-looking capital market assumptions. Our advisory program allows us to serve our clients with diligence and we offer an open-architecture investment platform that does not include proprietary funds or managers.

Trust and Estate Planning Services

As an industry leader, Bank of America offers a broad array of specialized trust services, allowing us to serve as agent, trustee, co-trustee, successor trustee and/or executor. We offer a review of your current will and other estate planning documents, as well as any insurance policies. For clients with an outdated estate plan, we help identify the optimal structure going forward and/or recommend updates to help ensure goals are aligned with the plan and that assets are titled accordingly. Finally, we provide guidance to those considering gift tax and wealth structuring strategies, corporate trustee services, and estate settlement services.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

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.


    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.

      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.


      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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      Transcript of Video 

      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.

      The Power of the Right AdvisorTM
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      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.