Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our mission is to understand you and your priorities. 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 then help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. Our wealth management approach is about using wealth to help turn goals into reality. When you succeed, we succeed.
No two investment strategies are alike because no two investors are alike. We'll examine several components — your life priorities, investment personality and financial situation — to help create an actionable strategy with personalized advice and measurable goals. We'll be here with you every step of the way, helping you track progress to your goals and working with you to adjust your investment strategy over time if or as needed.
Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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.
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.