Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
More volatility ahead: Your key questions answered
Insight on the competing forces - inflation and slower growth - driving today’s markets
Watch Now
More volatility ahead: Your key questions answered
Insight on the competing forces - inflation and slower growth - driving today’s markets
Watch Now
The Bennett Hash Badami Team
Wealth Management GroupLearn more about an advisor's background on
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Merrill Lynch
Wealth Management
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
The Bennett Hash Badami Team
Welcome
We are a team of experienced professionals who concentrate on delivering smart recommendations to solving needs of a select clientele of individuals and multi-generations of families. Our diverse backgrounds and years of professional experience have helped clients navigate virtually every market environment and life cycle. We provide advice and guidance beyond investment management by being the trusted advisor to address client goals of lifetime income, philanthropy, estate planning strategies, debt management, and long term health care.
Philosophy
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
Approach
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.
We believe clients realize the full value of our relationship, including:
- helping you make significant decisions
- recognizing your life priorities and goals
- understanding your investment personality
- helping you prioritize and pursue goals
- being transparent by making possibilities, fees and risks clear
- taking steps to help you preserve income during a life challenge
- educating the younger generation about investments and the markets
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Meet Our Team
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.
Additional Resources
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.
Megan Farani
Wealth Management Banking Specialist
Merrill
Joseph McCullough
Wealth Strategist
Merrill
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Clint W Weber
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1289891
Create a plan that is all about you.
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.
Your Financial Approach
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.
FAMILY
HEALTH
Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
- Home Loans2
- Home Equity Lines of Credit2
- Securities-Based Lending2
- Credit Cards2
WORK
Working in retirement, selling or starting a business
- Bank of America Business Banking2
- Exchange Funds1
- Concentrated Stock Management1
- Succession Planning1
LEISURE
Spending your free time in meaningful ways
- Credit Cards2
- Securities-Based Lending2
- Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
- Donor-Advised Funds4
- Private Foundations4
- Charitable Trusts4
FINANCE
Using your finances to bring it all together
- Merrill Investment Accounts1
- Investment Advisory Accounts1
- Alternative Investments1
- Exchange-Traded Funds1
- Mutual Funds1
- Closed-end Funds1
- Fixed Income Products1
- Options1
- Annuities3
- Impact Portfolios1
- Market-Linked Investments1
- Securities-Based Lending2
- Margin1
- Home Loans2
- Bank of America Checking and Savings Accounts2
- Credit Cards2
- Online Account Access1,2
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.
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
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.
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Why Merrill?
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.
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