Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
Ours is not a typical approach, because we do not serve “typical” clients. They include successful, well-known individuals – from athletes and coaches, to leaders in finance and technology.
A hallmark of our approach is the close nature of the relationships we have with clients. We recognize clients’ voices when they call, as well as their comfort with risk. We know what keeps clients up at night and what gets them up each morning. Above all, we know that both communication and performance matter to clients, and both are why we believe they choose us.
Many clients come to us looking for a trusted advisor whom they have read or heard about. Despite their wealth, many don’t have a financial strategy or estate plan. We look to connect the dots in clients’ complex financial lives with highly customized, tax-efficient strategies, in concert with their other advisors. We also aim to bring both spouses to the table, to agree on goals and concerns.
By staying in frequent contact, we can respond to clients’ urgent needs as well as shifts in what they would like to accomplish long term. Being proactive also reflects our commitment – to educate clients on where they stand, what they own, and the impact of decisions on intergenerational wealth.
Merrill Lynch Wealth Management allows us to deliver on a philosophy we’ve honed for decades: Specifically, we believe that building tax efficient, research intensive portfolios is what serves our clients' best interests over the long run. Our team's deep knowledge – coupled with our exhaustive personal due diligence and that of the firm – help drive theses risk-managed strategies and portfolios that we build for clients. Often, we look beyond equities, bonds and ETFs to include alternative investments, when appropriate (private equity and real estate, for example).
• Additionally, the tailored lending capabilities of Bank of America, N.A. allow us to provide access to residential, securities-based and commercial lending – including highly sophisticated structured lending for our clients.
• We also coordinate with clients’ CPAs and attorneys, and with Bank of America Private Bank (formerly U.S. Trust) specialists – to align tax minimization and estate planning strategies that are individually tailored.
Superior wealth management takes extraordinary attention to detail, hard work, and customization for each client. These three elements are at the heart of everything we do, and if they are important to you, then we look forward to working for you and your family.
Disclosure: *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved. *NMLS ID 484187
It is no coincidence that our multi-generational team serves many generations of affluent client families. We have a tradition of helping ambitious individuals make financial decisions that enhance the lifestyles and legacies of their children and grandchildren.
Specifically, we serve professional athletes, coaches and team owners, business owners and corporate executives (in health care, biotech, technology, and finance), physicians, retired couples, and widowed and divorced individuals. It’s worth noting that fellow financial professionals (private equity and hedge fund executives, in particular) respect our ability to help them manage their wealth.
While clients have taken distinct paths to their achievements, virtually all have come our way through word of mouth – which we believe reflects our experience, energy, and commitment to people who place their trust in us.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes “Top Next-Generation Wealth Advisors” 2020
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017, 2018
Forbes “Top Next-Generation Wealth Advisors” 2019.
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Financial Times –“Top 400 Financial Advisers” 2013, 2015, and 2016
Barron’s America’s Top 1,200 Financial Advisors 2013
Forbes “Best-in-State Wealth Advisors” 2018, 2019, 2020
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.
Bank of America, N.A.
Senior Wealth Management Lending Officer
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 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 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.
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.
We will work to help you stay on track, regardless of what the markets are doing.