Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Your financial life is an evolving story. Our planning-based approach to wealth management is designed to help you write the next chapters, with financial strategies that reflect your unique goals and personal values.
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.
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.
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.
We believe that one of the key strengths of our team is the ability to offer access to the numerous financial services that an individual client or business may need. We develop ways to help individuals prepare for retirement and create income streams for their future. We also provide business clients with access to retirement planning strategies.Nora J. Kolar, CRPC™| Senior Vice President | Senior Financial Advisor
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.
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.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #533745
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 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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