Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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 group 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 Strategist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1289891
Wealth Management Banking Specialist
Merrill
13321 California St, Suite 200, Omaha, NE 68137
February 23rd, 2023|4:00 PM - 5:30 PM CST
The Taking Control of Your retirement seminar discusses retirement today, the burden of retirement income along with longevity risk, inflation risk, sequence of return risk, and how an annuity may be an appropriate solution to fund an retirement income gap.
For more information: 402.496.5162 or amanda.braun2@ml.com
13321 California St , Suite 200, Omaha, NE 68154
April 19th, 2023|4:00 PM - 5:30 PM CST
Addresses planning for healthcare costs in retirement & the 2 key risks clients face.(1) What Medicare covers & the increasing out-of-pocket expenses that need to be included in their retirement income plan. (2) Financial impact of a long-term healthcare event & the types of LTC insurance available
For more information: 402.496.5162 or amanda.braun2@ml.com
13321 California St, Suite 200, Omaha, NE 68154
May 24th, 2023|4:00 PM - 5:30 PM CST
Client Seminar going over social security impacts.
For more information: 402.496.5162 or amanda.braun2@ml.com
13321 California St, Suite 200, Omaha, NE 68154
January 18th, 2023|4:00 PM - 5:30 PM CST
Estate planning seminar for clients and prospects that explains wealth transfer opportunities. Covers formula federal transfer taxes, formula clauses, tax minimization techniques.
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 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.
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