Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

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Meet Our Team

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.

Additional Resources

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.

Nicholas A. Beilfuss

Wealth Strategist

Merrill

Corey Friedrich

Wealth Management Banking Specialist

Merrill

Paul P Salloum

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #533745

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Our Philosophy

Planning for your financial future can be intimidating as well as exciting. Our team is committed to helping you clarify and simplify the complexities of your financial life. Whether your focus is on family, business or personal goals, we’ll work with you to design wealth management strategies based on your priorities and perspectives.  

For Individuals: What do you hope to accomplish with your wealth? We can help you pursue the goals that are most important to you, from ensuring that your money lasts through retirement, to funding children’s education, anticipating potential healthcare costs, and transferring wealth to the next generations. 

For businesses and professional practices: We can help you customize retirement benefit plans to address plan sponsor and participant needs, with an emphasis on education.

Our Approach


Pursuing Your Personal Financial Journey

When you’re planning a trip, you start with a clear idea of where you want to go and how you’re going to get there. We approach your financial life the same way. We start by listening carefully to understand what you want to accomplish with your wealth, during your lifetime and beyond. Then, we work with you to design a custom roadmap that can help you adjust to speed bumps in your life’s journey, as well as fluctuations in the financial markets. 

Years of experience have taught us the value of a consistency in pursuing financial goals. We’ll help you create a personalized investment approach that reflects your objectives, time horizon, liquidity needs, and risk sensitivity.  As your personal circumstances change, we’ll work with you to review and update your financial strategy. 


Building Relationships
We’re committed to building lasting relationships where clients feel comfortable sharing personal details about their financial lives. Many of our client relationships span decades and extend deep into families. Along with our skills, we believe our commitment to exceptional service is a key reason clients stay with us.

As our client, you can expect clear communication, frequent follow-up, and straight talk. We’re also firm believers in financial education. That’s why we tell stories and use analogies to help you understand your investment approach.   

We think of our team as “the family doctor” for your financial health and wellbeing. Just as your primary care physician recommends medical specialists when you need them, we can connect you with a wealth of resources available through Merrill and Bank of America.

We’re Here to Help You Build a State-of-the-Art Retirement Plan

A well-designed retirement benefit plan can help your company attract and retain valuable employees. We draw on our own extensive experience and Merrill resources to help you tailor a plan to your organization’s needs, based on size, demographics, budget, and other considerations. We offer guidance to help you:

·         Design a new retirement plan or convert an existing one

·         Select a plan provider

·         Update investment menus

·         Monitor plan performance

·         Employee education

With The London Group, you will have a team of advocates for financial wellness on your side. We’re passionate about educating plan sponsors to help them make informed decisions.

Digital

Stay connected to your financial life with MyMerrill.com®
See all your account information whenever and wherever you need it.

MyMerrill Features includes:

Portfolio Summary
Holdings
Unrealized & Realized Gain/Loss
Research & Insights
Activity
Statements
Secure Message Center
Real–Time Quotes
Money Transfers
Available to Withdraw (Cash and Margin)
Documents Vault
Bill Pay
Downloads
Watchlists & Alerts
e-Signature
Pay Merrill and Bank of America Credit Cards
Authorized Account Access (3rd Party)
My Financial Picture
MyMerrill Security Features
Document Scanning
MyMerrill Mobile App (available on Android, iPad and iPhone mobile devices)

Click below to find additional resources on our digital capabilities.

MyMerrill Overview
Investment & Banking Integration 
 Authorize Account Access on MyMerrill.com® 
Go Paperless 
My Financial Picture 
Simplify Your Financial Life 
Spending & Budgeting Tool 
Mobile Check Deposit 

Contact your financial advisor today to discuss how you can stay connected on the go 24 hours a day/ 7 days a week.



Staying on Track

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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


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      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.



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      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.