Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
There's something to be said for experience, particularly the depth and breadth of experience of The Eckerline Wealth Management Group. Individuals, families, businesses and foundations turn to us for insight and carefully considered recommendations about growing and preserving their wealth. Many clients have relied on us for 30 years, from one generation to the next.
We believe clients appreciate our sound advice and exceptional level of service as we work together to develop and execute wealth management strategies built to help meet their short- and long-term financial goals.
We believe the most influential factors in successful wealth management aren't share price, dividend growth or even investment selection. Rather, it's your life, your family, your aspirations and your needs. These are the basis of the strategies I build with you, and it is against these strategies that we measure our success.
When an investment strategy is designed and recommended for your consideration, it comes only after rigorous investigation, vetting and scrutiny. We believe you deserve superior service, and we work tirelessly to earn your trust.
The Eckerline Wealth Management Group gives you full access to Merrill's wealth of tools. Using them with you, I'll learn about your assets and liabilities. I'll help you prioritize your financial goals and objectives, then place them in the context of your timeline, liquidity needs and personal tolerance for risk. The end result: a wealth management strategy that is designed to help you move forward with confidence.
Investments are considered with your objectives in mind and are recommended only if I feel they have a place in your overall strategy. I will work with you to reexamine your wealth management strategy whenever you need me to—and find fresh solutions that help to meet your new requirements.
Our process is designed to help deliver a customized, 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, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
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.
Alternative Investments Regional Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
March 18th, 2021|2:00 PM EST
Featured Speakers and Panelists
· Andy Sieg (Host), President of Merrill Lynch Wealth Management
· Ken Dychtwald (Keynote), Age Wave co-founder
· Lorna Sabbia, Head of Retirement and Personal Wealth Solutions
· Chris Hyzy, Chief Investment Officer
· Surya Kolluri, Managing Director, Retirement Thought Leadership
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
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 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.
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.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.