Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Among the reasons our team chose to be part of the financial services industry, is our desire to help others. This passion to help stems from our collective experience and the financial challenges that we, our friends or families, have experienced in the past. As witnesses to the challenges faced by important people in our lives, we recognized the need for a professional and caring team to help others realize the life they want. Our purpose is to help others define their goals, establish a wealth management strategy centered on their priorities and then help them to adjust their strategy, as needed, as the inevitable changes in life occur.
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.
Helping you pursue your goals starts with getting to know you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. Our process offers a flexible framework we can call upon to help you identify and prioritize your personal and professional financial goals, including areas such as education funding or your lifestyle in the future. We also offer strategies to provide the “fit” that may best serve your objectives, risk tolerance, time horizon and liquidity needs. We help you understand fees and expenses associated with your accounts.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
You can’t feel good about your finances unless you know exactly where you are, where you want to go, and how much you may need to get there. We work with you to develop a customized financial strategy, drawing on the best thinking of our firm, to help you with your financial future. We will manage all aspects of your relationship, making it clear what you’re paying for and what you’re getting. As your life and the markets change, we will meet periodically to help make sure you’re on track in pursuing your goals and to adjust your strategy as needed for the journey ahead.
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” 2019
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017, 2018
Forbes “Best-in-State Wealth Advisors” 2019
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.
Personalized advice, disciplined investing and ongoing review can make this a reality.
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 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
*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. Merrill Lynch Wealth Management 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 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.