Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
In today's volatile and complex global markets, the wisdom that comes from professional financial guidance has become more essential than ever before. Born and raised in the Boston area, I've been helping affluent individuals and families navigate their financial journeys for more than 27 years. These clients have chosen to work with me because I focus on what matters to them on a personal level. This helps them stick with an approach that aligns with their goals.
My disciplined process starts with uncovering a deeper understanding of clients' concerns and priorities so that I can be in the best possible position to help. I 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 them.
With Registered Wealth Management Client Associate Michaela Curry, 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. The client experience is enhanced through proactive communication and ongoing education to share timely information we feel may affect clients' finances and to learn about changes in their lives.
Successful investing is anchored on time-tested principles of asset allocation and diversification. I 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. I seek to lessen downside risk while simultaneously positioning portfolios to take advantage of the potential for positive returns in the long run.
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.