Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.
ISG Portfolio Strategist
Wealth Management Lending Officer
Bank of America, N.A.
May 19th, 2020|12:00 PM - 1:00 PM EST
Investing Through a Crisis
Wednesday, May 20, 2020
12:00PM – 1:00PM EST
Kevin Dunn, Resident Director, Merrill Lynch Wealth Management
James Nolan, Managing Regional Director, Natixis Investment Managers
If you would like to join us via WebEx for this event, please reply to this email – we will send you an electronic meeting invitation with a link to the session. You do not need to have the WebEx software installed on your computer – only an Internet connection a current browser.
Learn about the MyMerrill Mobile App.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.