Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Changes in life can require changes to your investment approach. Whether it’s a small or significant event, we don’t assume what was right for you at one time may also be right at another time. Our financial advisors can offer you the Merrill resources and investment choices—along with access to banking services from Bank of America—that can help you position yourself for the
retirement lifestyle you desire.
Macedonian & Serbo-Croatian
Learn about the MyMerrill Mobile App.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.