Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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Our team supports clients throughout the entire wealth creation and preservation cycle, and serves as a partner, advocate and advisor during all aspects and phases of their journey.
Through our Wealth Management Process, our Team will help remove anxiety and be a force of calm in our clients’ lives in order to help them financially prepare to achieve goals and pass down assets to future generations and charity in the most tax-efficient manner.
You can’t feel good about your finances unless you know exactly where you are, where you want to go, and how much you may need to get there. We work with you to develop a customized financial strategy, drawing on the best thinking of our firm, to help you with your financial future. We will manage all aspects of your relationship, making it clear what you’re paying for and what you’re getting. As your life and the markets change, we will meet periodically to help make sure you’re on track in pursuing your goals and to adjust your strategy as needed for the journey ahead.
First, you’ll meet our Team and learn about our unique Wealth Management Process. This is when you get a solid feeling for our firm and how we do things differently, and we can make sure we’re a good fit for each other.
Next, you’ll share your goals and objectives so we can get a comprehensive view of your situation before crafting a Plan.
Once you agree to engage us for Planning, we develop and model courses of action, determine probabilities of success and assess your risk level. Then we propose a Plan that will help you live the life you want now and in the future, and will adapt with you throughout life’s many changes.
Based on your Private Wealth Analysis, we determine the best investment strategy to achieve your goals, accessing all corners of the investment landscape. You will benefit our focus on low cost, tax efficient and effective diversification.
Our Wealth Management Process does not end here! You can count on us for consistent evaluation of your plan and investments, and adjustment as needed. We provide a continuum of support and advice to you and your family, for generations to come.
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
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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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we 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 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.