Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Melinda B Margolis follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. Passionate about delivering excellent service, Melinda holds the CERTIFIED FINANCIAL PLANNER™ certification.
A devoted professional who has been in the financial services industry since 1990, Melinda joined Bank of America Merrill in 1995. With nearly two decades of experience, Melinda is dedicated to providing each client with an individually tailored approach to financial and investment strategies. At the heart of Melinda's philosophy is a passion to build enduring client relationships through her commitment to providing outstanding guidance and service.
Melinda is focused on providing the following financial strategies and solutions based upon her clients' risk tolerances, time horizons, liquidity needs, overall investment goals, and the costs associated with the recommendation:
* Wealth accumulation, preservation, and transfer
* Creation of customized investment portfolios
* Regular review of investment performance, risk tolerance, and financial needs
* Joint approach in working with clients’ other professionals, such as attorneys and tax specialists
Melinda is a graduate of Colorado State University and has lived in the Las Vegas and Henderson area since 1985. Associations include: Rotary Club of Green Valley (past president), Women’s Chamber of Commerce of Nevada and the Junior League of Las Vegas.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Colorado State University
Forbes "America's Top Women Wealth Advisors"
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.