Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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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.
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, strategies that are 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.
Clients at various stages in their lives count on us to help them find ways to pursue their financial and life goals, including:
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 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 Merrill Lynch Wealth Management Advisor 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 help you 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will help you 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.