Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
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 Banking Specialist
Merrill
Trust Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #533126
March 17th, 2021|3:15 PM - 4:15 PM CST
Adam Schickling is an economist in Vanguard Investment Strategy group. He has coauthored research on topics including productivity demographics, fiscal policy, volatility, and the Asia-Pacific region. Previously, he was a fixed income investment risk analyst responsible for monitoring risk levels in Vanguard’s municipal bond funds. Join us as we explore how the long-term nature of massive shifts in technology, demographics, and globalization can help us better understand the shaping of future markets and the investing landscape in the years ahead.
Click HERE to register for the Webex Webinar.
For more information: 651.298.1718 or kathy.handel@ml.com
March 18th, 2021|2:00 PM EST
BSK Wealth Management welcomes you to a Merrill Perspectives virtual client event — The New Retirement: Will You Be Ready? — will premiere on March 18 at 2 p.m. Eastern and will be available on-demand thereafter on ml.com. This event will bring together experts and thought leaders in retirement and investing to discuss how the pandemic has changed how we will plan for and live in retirement.
Featured Speakers and Panelists
· Andy Sieg
· Ken Dychtwald
· Lorna Sabbia
· Chris Hyzy
· Surya Kolluri
Discussion topics will include
· What emerging trends may mean when planning for retirement
· Retiring earlier than expected — or working longer remotely
· Medical advances driving increased longevity or quality of life in retirement
· Investment strategies and other steps pre-retirees can take now to adapt to new realities
Click HERE to register for the Webex Webinar.
For more information: 651.298.1718 or kathy.handel@ml.com
March 31st, 2021|3:00 PM CST
BSK Wealth Management welcomes you to a conference for Business Owners: Selling a company can be the largest and most important deal of a business owner’s career. Regardless of what prompts the sale, selling a business is a high-stakes transaction, with far-reaching financial and emotional consequences. The outbreak of COVID-19 and the efforts around the globe to contain its spread have resulted in dramatic business disruptions and economic turmoil, raising many new considerations for parties participating in proposed or pending M&A transactions.
While the impact has shuttered businesses across all industries, many companies have not only survived but have continued to focus on value building.
Please join our expert panel of M&A professionals.
Hosts:
Michael Lawrence
Twin Cities Market Executive
Amy Smart
Central MN Market Executive
Speakers:
Brooks Gallagher
Kurt Sunderman
Andrew Sinclair
Webex & Details to follow
For more information: 651.298.1718 or kathy.handel@ml.com
February 24th, 2021|3:15 PM - 4:15 PM CST
BSK/BSY Wealth Management invites you to our upcoming webinar to be held at 3:15pm CST on Wednesday, February 24th, Faces of Fraud.
Featuring
Jeff Lanza,
Fraud Prevention Expert
“#1 FBI Agent Keynote Speaker”
Hosted by
Michael Lawrence
Market Executive, Merrill
Former FBI Special Agent for over 20 years, Jeff Lanza dedicated his career to investigating corruption, fraud, cybercrime and organized crime. This dynamic presentation focuses on how criminals try to trick us, steal our identities and commit fraud. Jeff provides easy to implement solutions to current real world risks. Join us in this timely, pertinent and entertaining presentation as Jeff explains the risks and provides the appropriate solutions for prevention.
Click HERE to register for the Webex Webinar.
Please contact Kathy Handel for additional questions.
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 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 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. |
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.