The best time to talk to a Merrill Advisor?  Yesterday.

The best time to talk to a Merrill Advisor? Yesterday.

For over 100 years and through countless market turns, we’ve seen it all. With world class insights, cutting-edge technology and a personalized plan, we can help you get to the other side. Don't just ride it out. Ride with the bull. Ride with Merrill.

Contact Us

The best time to talk to a Merrill Advisor?  Yesterday.

The best time to talk to a Merrill Advisor? Yesterday.

For over 100 years and through countless market turns, we’ve seen it all. With world class insights, cutting-edge technology and a personalized plan, we can help you get to the other side. Don't just ride it out. Ride with the bull. Ride with Merrill.

Contact Us

Merrill Lynch

The BZEMS Group

Wealth Management Group

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Merrill Lynch
Wealth Management

The BZEMS Group believes that good client relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill. Our goal is to be your primary source for financial advice and guidance. We want you to value the dedication and diligence we provide at each step of the wealth management process.
The BZEMS Group Experience

We chose to be part of the financial services industry to help people. Our mission is to understand you and your priorities to assist you in pursuing meaningful financial goals with customized investment strategies.

When you work with The BZEMS Group, you have access to a multidimensional team to help design and implement a customized wealth management approach. Everything we do considers our clients’ own perspectives and desires. Our process is designed to help provide a personalized, consistent experience that goes beyond wealth management to help address your priorities throughout your life, from the essential to the aspirational.

We call our approach the SWAN method – Sleep Well At Night. We enjoy helping clients through difficult financial decisions that occur throughout life by taking a holistic, long-term, disciplined approach to investing. By leveraging the broad investment insights of Merrill and the banking convenience of Bank of America, we help address clients’ individual priorities with an emphasis on cash flow and growth to meet a range of needs. We listen carefully to understand what is most important to you and then develop a plan that connects your personal goals to your financial strategies.

We’re proud of our high-touch, high-service boutique approach to advice and guidance for individuals, multigenerational families, businesses and nonprofits. We believe in fee transparency, and we use an industry leading investment advisory platform where portfolios are periodically monitored by Merrill and reviewed by our team to help meet clients’ goals-based plans.

When you succeed, we succeed. We look forward to speaking with you.

Philosophy

Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.

How we help clients

Clients at various stages in their lives count on us to help them find ways to pursue their financial and life goals, including:

  • The retirement lifestyle they envision
  • Preparing for the cost of the best education possible for their children and grandchildren
  • Wealth transfer to the next generation
  • Establishment of their legacy through family foundations and philanthropy
  • Diversifying business interests
  • Potential solutions for managing concentrated equity holdings

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.

Wale Adebayo

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Jeff Price

Retail Sales Manager

Bank of America, N.A.

NMLS #983684

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.


      Merrill_Capabilities_Brochure.png

      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.