Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
We believe it is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial approach.
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.
We believe clients realize the full value of our relationship, including:
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Our process is designed to provide a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We see
ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:
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.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
Retirement Plan Manager
Bridgewater Marriott Hotel, 700 Commons Way, Bridgewater, NJ 08807
February 5th, 2020|6:00 PM - 8:30 PM EST
Please, join us for a MARKET OUTLOOK evening with Marci McGregor, Director in the Chief Investment Office of Merrill Lynch. Marci provides investment guidance, portfolio positioning, and strategy implementation across all asset classes.
Raritan Valley Country Club, 747 NJ Route 28, Bridgewater, NJ 08807
March 3rd, 2020|6:00 PM - 8:30 PM EST
6:00p Cocktails & Hors d'oeuvres
7:00p Tricia Kropp, BoA Trust Co.: Planning your Legacy
7:45p Bob Beylickjian, ML Regional Director: Introducing Keynote Speakers
7:50p Jon Lambert & Angie Bush, Ancestry Genealogists: The Power of Family Stories
WebEx: https://attend1000.webex.com/attend1000/j.php?MTID=m4f709680390dc39742f29b6e0c60bd29, WebEx Meeting #: 499 055 641, Dial in: 855-381-8335, Phone Access Code: 701 635 91
April 16th, 2020|4:30 PM - 5:30 PM EDT
Between the pressures caused by the current economic and health environments, the stress in our lives can lead to disengagement from work, clients, or families; burnout; or depression.
It is how we respond to the stress that matters. With practice, we can learn how to use stress as a opportunity for growth.
Developed in partnership with Dr. Heidi Hanna, Janus Henderson's "Managing Stress in our Current Environment," will provide you with actionable tools to identify the sources of stress, our reactions to it, and ways to manage it more productivity.
Learn about the MyMerrill Mobile App.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.