Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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Our wealth management philosophy places you, the client, front and center. Through our collaborative approach, we work with you to design a customized financial strategy to help you pursue what is most important to you.
The process starts with getting to know you. Only when we understand what matters most to you can we help create a financial strategy that truly reflects your personal desires and goals. This allows us to build a plan around your life priorities and provide ongoing advice to navigate through market fluctuations and changes in your life.
It is our mission to help clients identify and reach their goals at every stage of their lives – from the birth of a child to sending children to college, from attaining adequate healthcare coverage during retirement to leaving the legacy they desire. Our clients count on us to help them pursue their financial and life goals, including:
Why Merrill?
Our team’s experience helps us to understand the financial markets and their movement. The broad resources to which Merrill can provide access makes it possible for us to help you pursue your goals. In addition, we have access to a diversified group of thought leaders, strategic thinkers and expertise from BofA Global Research.² We can offer investment insights and advice that come from one of the world’s most respected wealth management firms.
We understand the challenges that corporate executives face in their financial lives, and we can help develop a customized wealth management strategy tailored to your individual situation. As a successful corporate executive, you are often time-constrained and need to balance multiple professional and personal goals. We can help you prioritize your goals and take the necessary steps to help you actively pursue them.
While unique, your needs as a corporate executive might include:
As part of our practice, we have become well-versed in the complexities associated with executive compensation packages, including company stock options, restricted stock, and nonqualified deferred compensation. With our years of experience, we are well equipped to help you make informed decisions as to when to exercise company stock options and sell or gift restricted stock shares. We can also help you execute these trades in accordance with regulatory restrictions and proper reporting of insider stock purchases and sales, while seeking to minimize risk and tax liabilities and maximize award values.
We measure success against helping you reach your goals, not the performance of the market. By understanding your unique priorities and financial situation, we can help you plan for the retirement you’ve envisioned — it’s about preparing and keeping your finances in line. We are committed to helping you pursue a successful retirement that is an extension of your life today.
We start by listening and learning about your vision for retirement. Through meaningful conversations, we get to know what matters to you and use that understanding to develop a customized retirement strategy that takes your unique retirement goals and entire financial picture into account. As you plan for and transition into retirement, your needs might include:
Together, we can build a strategy that takes into account your priorities, retirement goals, objectives, risk tolerance, time horizon, liquidity needs, and financial situation. For those nearing retirement, we also consider inflation, health care costs, and other factors to help you pursue your desired lifestyle. We will revisit your goals regularly and help you make adjustments, as needed, to help keep you on track.
We believe that to feel good about your finances, you need to know exactly where you are, where you want to go, and how much you may need to get there. We work to integrate all areas of your financial life, and we make it clear from the beginning what you’re paying for and what you’re getting. We are committed to helping you every step of the way, and we believe you should be an informed and active participant in your wealth management.
Our process is designed to deliver a consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. As your life and the markets change, we will meet periodically to help make sure you are on track in pursuing your goals and to adjust your strategy as needed for the journey ahead. We also provide guidance designed to help you weather market ups and downs and alert you to potential opportunities.
To provide the best and highest level of client service, we hold tightly to our team values:
Helping you reach your goals starts with getting to know you personally. Our clients find great value in the dedication and diligence we provide at each step of the wealth management process, and we aim to bring that same value to every family we serve. We would love to work with you in the same way, to help you develop a wealth management strategy to achieve your goals.
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.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1077099
Wealth Management Banking Specialist
Merrill
May 24th, 2023|9:00 AM - 9:40 AM EDT
Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. As CIO, Mr. Bernstein oversees the firm’s Investment Committee which managed multi-asset, global equity, and fixed income ETF strategies for financial advisors and institutions. He helps write the firm’s monthly Insights which has over 25,000 subscribers, is a frequent guest on CNBC and Bloomberg TV, and is regularly quoted in leading publications like Barron’s, Financial Times, and the Wall Street Journal. He has over 40 years’ experience on Wall Street, recently as the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC. Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College.
• Info on RBA’s outlook and positioning view for equities and fixed income in current market conditions.
• RBA’s perspective for what could come next for the market.
April 17th, 2023|12:00 PM - 12:45 PM EDT
Jared Woodard is head of the Research Investment Committee, head of ETF CEF Research, and a director of Global Investment Strategy. He offers insights on global asset allocation and key market trends to the firm’s wealth management, institution, and government clients. Woodard had been with the firm since 2016. Prior to that he was the senior equity derivatives strategist at BGC Partners in New York and a portfolio manager at Clinamen Financial Group, where he traded a global macro volatility strategy. Woodard hods M.A. and Ph.D. degrees in philosophy from Fordham University in New York.
During this virtual event, Jared Woodard will share:
· Information on BofA Global Research’s outlook and positioning view for equities and fixed income in the current market conditions
· Global Research’s perspective for what could come next for the market
March 22nd, 2023|12:00 PM - 12:45 PM EDT
You’re invited to a virtual event with James Scopis, Senior Vice President and Cyber Crime Senior Specialist at Bank of America. At Merrill, we are here to help you make thoughtful decisions. That's why we invite you to join us for this informative presentation.
During this virtual event, James Scopis will share:
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve 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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