Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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In today's volatile and complex global markets, the wisdom that comes from professional financial guidance has become more essential than ever before. Our team’s senior partners, Paul Guidoboni, Mike Venezia, and Peter Johns have over 100 years of financial advisor experience between them, helping affluent individuals and families navigate their financial journeys. In addition to our senior partners, we have a junior financial advisor, Harrison Armstrong, preparing the next generation of our team to work with the next generation of your family. Our clients have chosen to work with us because we focus on what matters to them on a personal level. This helps them stick with an approach that aligns with their goals.
The team provides clients with an exceptional wealth management experience. Our Wealth Planner, Michaela Curry creates a custom financial plan for each client focusing on their specific goals and discusses the plan in detail. Clients are provided a full financial strategy in meetings to discuss long-term goals and financial objectives. These strategies are the cornerstone of our practice.
Wealth Management Client Associate Mike Scherer enhances the client experience through proactive communication and helps with day to day client needs.
Our disciplined process starts with uncovering a deeper understanding of clients' concerns and priorities so that we can be in the best possible position to help. We have found that listening intently is the best tool that an advisor can use to help clients pursue their objectives. This approach helps to set and prioritize their goals, build a portfolio aligned with their goals, and review their progress toward achieving those goals.
Successful investing is anchored on time-tested principles of asset allocation and diversification. We believe that a portfolio strategically balanced among a broad mix of investments will help reduce the risk of wide swings in its value, while giving it ample opportunity for growth. We seek to lessen downside risk while simultaneously positioning portfolios to take advantage of the potential for positive returns in the long run.
Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance. Helping you pursue your goals starts with getting to know you and your family. Our job is to understand what matters most to you. We’ll work together to create a financial approach that reflects your investment personality and is built around your priorities. You’ll receive advice to help you navigate changes in your life.
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.
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.
Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America allows us to help you devise potential solutions designed to help preserve, grow and distribute your wealth. We strive to exceed client expectations through our proactive approach to communication, our attention to personalized service, and commitment to continuing financial education.
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, we start by getting to know you and how you feel about the following seven life priorities.
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.
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.
Alternative Investments Regional Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1287258
Retirement Specialist
Bank of America, N.A.
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 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 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.
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.
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.
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