Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Milos and his team of specialist overseas financial affairs of families and business in many states. He is multilingual (Bosnian, Croatian and Serbian) Financial Advisor at Merrill Lynch where he provides wealth management services to institutions, families, businesses, and professional athletes. Milos holds the Series 7 and 66 FINRA registrations. He is dedicated to delivering the vast resources of one of the world's most prestigious wealth management firms as well as the banking convenience of Bank of America to address the various aspects of clients’ financial lives. Some examples may include but are not limited to:
- Helping clients define financial and lifestyle goals
- Creating and implementing plan that minimizes risks
- Retirement planning
o 401k & 403b rollovers
o Traditional & Roth IRAs
o SEPs, Keogh etc.
- Private equity funds & hedge funds
- Business and private financing
- Full wealth analysis and generational wealth transfer planning
Milos received his undergraduate degree from Lindenwood University majoring in finance with an emphasis in economics and MBA degree with concentration in human resources and marketing. He has utilized his business knowledge in numerous capacities in Europe and working full time for local non-profit and for-profit businesses.
Milos works with clients to help identify primary goals and needs - including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services - and then commits himself to crafting strategies designed to help clients pursue desired goals, while building, managing and preserving their wealth for current and future generations. In addition, Milos can offer clients access to banking, credit and lending from Bank of America, N.A. He works to balance risk tolerance, liquidity requirements, time horizon, investment goals, and cash flow in order to help pursue a client’s financial goals.
*You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.
Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Serbo-Croatian4
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Supported by the global resources of Merrill Lynch, my 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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.
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*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. 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, I can help you create a financial strategy that reflects your personality. Only then can I 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 financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.