Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Anthony Simon and his team of investment industry professionals combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to corporate executives and their families. With 2 years in the financial services industry, Anthony Simon joined Merrill Lynch Wealth Management in 2018. He has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. Anthony Simon can help corporate executives integrate their corporate benefits into a long-term financial approach.
Michigan State University
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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.
Structured Credit Executive
Bank of America, N.A.
Bank of America, N.A.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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.