Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, we are committed to building and maintaining strong client relationships. We’re passionate about what we do and we bring that passion to helping every client make what may be the most important financial decisions of their lives.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018, 2019 and 2020
Forbes’ “America’s Top Women Wealth Advisors” 2020
Forbes/SHOOK “America’s Top Next-Generation Wealth Advisors” 2017 and 2018
Working Mother/SHOOK Research’s Top Wealth Adviser Moms in 2019
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
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.
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 Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
June 9th, 2020|11:00 AM - 12:00 PM PST
You’re invited to a Virtual Event
For those not familiar with WebEx, it allows us to offer a great alternative at this time when there are so many health concerns that could impact you and your family. WebEx download is required to join the event, test access ahead of time at http://www.webex.com/test-meeting.html
Merrill | Nadine Faulis, Managing Director, Senior Financial Advisor
Merrill | Jennifer Shydler, CFP, Senior Vice President, Wealth Management Advisor
Merrill | Nicholas DeGeorge, Financial Advisor, Senior Portfolio AdvisorHartford Funds | Clinton Mains, Vice President, Advisor Consultant
To reserve your place today or for more information:
Call Nicholas DeGeorge at 702.341.2013 or email Nick.DeGeorge@ml.com.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
July 8th, 2020|12:00 PM PST
You’re invited to a webinar on “The World After COVID” that will be conducted through our WebEx technology.
Please join us via WebEx for a discussion on what the world after the Coronavirus will look. Covid-19 is one of those rare events in history – like the Great Depression and fall of the Berlin Wall – that will completely reshape geopolitics, societies, and markets. During this special presentation, Haim Israel, Global Strategist & Head of Global Thematic Investing Research, will speak on the 5 key themes to pay attention to after The Great Isolation.
Where: Click here to join meeting!
Please let us know if you will be attending.
July 15th, 2020|3:00 PM PST
You’re invited to a discussion on the Special Market and Economic Update that will be conducted through our WebEx technology.
We will be hosting a Special Market and Economic Update with Derek Harris, Managing Director and Head of Global Wealth Management Portfolio and Investment Strategy for Global Research.
Where: Click here to join meeting!
Learn about the MyMerrill Mobile App.
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 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.
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.