Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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We serve clients in three professional capacities. First, we guide clients in building a strategy designed to generate a lifetime cash flow and to help them pursue their desired outcomes. Second, we provide access through Bank of America, N.A., to full-scale personal and business banking services, including secured and unsecured financing arrangements. Third, we synthesize our experience and knowledge with the vast strategy and research resources of BofA Merrill Lynch Global Research to guide clients in creating customized portfolios that can be the cornerstone of their wealth structure. In summary, we strive to help clients clarify their objectives, understand the link between goal and strategy, and support the seamless execution of these strategies.
The clients we serve are successful executives, business leaders and professionals who have substantial wealth and are looking for sophisticated, customized wealth management strategies and access to trust services that align with their lifestyle and legacy goals. And, since our work often impacts future generations, many of our client relationships have grown to include multiple generations of a single family or business.
The select group of clients that we serve represents a broad spectrum of complex wealth management issues.
We strive to simplify complex financial situations and offer clients a clear understanding of the link between strategy and execution. To that end, we follow a disciplined, five-step wealth management process:
STEP 1 PROFILE CLIENT: Every client is unique. We look at the demographic, financial and behavioral distinctions that drive lifestyle and legacy decisions, guide investment choices, and reflect who and what matters most to the client.
STEP 2 ESTABLISH GOALS: We help clarify and prioritize lifestyle and financial goals, then map these goals to cash flow and wealth objectives over time. We also discuss the possible effect of taxes, estate planning services and philanthropic considerations, as well as designated beneficiaries.*
STEP 3 SET STRATEGY: Once we have established clear objectives, we conduct a thorough review of client assets and investment strategies and help them craft a goals-focused investment strategy. It is important that clients understand how the overall strategy and select portfolios are connected to their vision.
Our conservative approach to managing wealth translates into strategies designed to manage risk and grow assets prudently.
STEP 4 IMPLEMENT STRATEGIES: We give you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, offering you a broad range of services and capabilities.
STEP 5 REVIEW PROGRESS: We conduct periodic and event-based reviews of the client's wealth management strategy and track progress against goals to determine what adjustments, if any, are needed to help you stay the course.
We strive to create one-on-one client experiences that demonstrate our continued interest in developing a more meaningful relationship with clients. We are always looking for ways to make their lives easier—customizing communications and responding to their concerns with a sense of urgency. Delivering high-quality, high-touch personal service and access to banking products through Bank of America, N.A., on a daily basis is an integral part of what we do.
Building and sustaining a strong client relationship demands a fully integrated support platform that offers service continuity and enables both big-picture and small-detail responsiveness. Our client associates, Katie Brocker, April Young and Kimberly Eberlein bring over 40 years of combined experience to the team. They know that their attention to detail, their ability to offer clear and frequent client communications, and deliver timely and accurate responses to client inquiries can translate into client loyalty.
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.