Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Eric E. Otten, Financial Advisor, Assistant Vice President, began his financial services career in 2011. As a Financial Advisor Eric assists clients by helping them manage their wealth to meet their individual needs. Eric focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.
Community involvement is an integral part of how Eric interacts with clients and communities. Eric is enthusiastically involved with volunteering and fundraising for organizations such as the Cystic Fibrosis Foundation. Let him show you how his professionalism and dedicated client service could benefit you and your family. Contact him at your earliest convenience.
Naval Postgraduate School
United States Naval Academy
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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.
Bank of America, N.A.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
November 10th, 2020|9:30 AM - 10:30 AM CDT
Clint Romesha grew up in a family with a long history of service to our country dating back to World War II. Joining the Army in 1999, by 2009 Clint had completed three deployments: once to Kosovo, twice to Iraq and was now in his fourth deployment, this time in Afghanistan at a place known as COP Keating.
On October 3, 2009, COP Keating would nearly disappear from the face of the earth, and Clint Romesha would earn the Medal of Honor. For it was on this day that the camp was attacked on three sides by a force of over three hundred Taliban, very nearly overrunning the fifty American forces who they outnumbered by at least six to one. Over the next thirteen hours, Clint successfully organized his comrades, took out several Taliban positions, directed airstrikes, led numerous counterattacks, checked and directed treatment of wounded, and saved the lives of many who survived. In complete disregard of his own wounds, he did not slow down until the tide was turned and the battle won.
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 I can help you create a financial approach that reflects your personality. Only then can I 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.
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.
We will work to help you stay on track, regardless of what the markets are doing.