Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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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:
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:
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:
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 Lynch 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 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.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” in 2018 and 2019
Financial Times –“Top 400 Financial Advisers” in 2017 and 2019
Wealth Management “Top 100 Wirehouse Advisors in 2014 and 2016”
Financial Times –“Top 400 Financial Advisers”
On Wall Street –“Top 40 Under 40” in 2015.
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 Banking Specialist
Retail Sales Manager
Bank of America, N.A.
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.