Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 Lynch 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 and overall investment goals:
* 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
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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, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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
*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. Merrill Lynch Wealth Management 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 Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.