Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
“Since launching his financial services career in 1991, Clyde W. Wint spent 31 years at leading banks wealth management firms before moving to Merrill Lynch Wealth Management in 2021. A competitive basketball point guard in high school and college - and a former Military Officer - Clyde is driven by a disciplined, attention to detail work ethic, authentic, passionate, resourceful, dedicated, client centric and relentless perseverance. He enjoys serving clients who share his desire to surmount challenges in pursuit of worthwhile goals.
Clyde holds and completed the educational requirement component for a master’s and Doctorate degree in Theology from New York Theological Seminary while working full time secularly. He also earned a Certificate in Finance from Sterns Business School at New York University. Clyde earned a Bachelor of Science and Business Administration degree from Western New England University in Massachusetts and took courses from The Wharton School of Business in Philadelphia at his prior firm, before joining Merrill Lynch Wealth Management
In his spare time, he enjoys basketball, traveling, volunteering, and reading. He also supports and donate to The United Negro College Fund, The Red Cross, The Memorial Sloan Kettering Cancer Research Center, The St. Jude’s Children’s Research Hospital, and The Multiple Sclerosis Community Volunteer. Clyde and his wife, Beverly, have been married for more than 24 years and parents of two sons and two daughters.”
As a Financial Advisor with the full resources of Merrill Lynch Wealth Management and Bank of America financial services platform at my disposal; He offers a holistic and personalized approach to planning that is covered completely with Advice, Guidance, and Education.
He helps clients to create a customized wealth management approach that can be flexible as their needs and market conditions change. He provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals.
He helps clients as your life and financial needs evolve. He does not assume what is right for you right now, what will be right for you from one Season to the next. He’ll adjust your financial strategy, especially if you experience changes in your family dynamics or face the unexpected.
Clients come to him because, you get a Comprehensive, flexible approach, a dedicated team of investment professionals, and a unique, simple, transparent experience, to help you build a sustainable financial strategy and give recommendations that seek to help grow and preserve your wealth generationally. This is what you get as a Merrill Client; an investing experience that is best in class.
Value Added Skills:
• Currently holds Series 7,63 & 65 FINRA Registrations; New York State Life & Health Insurance Licenses.
• Has twenty-five years+’ experience working in the financial service industry and/or a sales environment
where goals were met or exceeded. Extensive investment training and in-depth knowledge of investment
products and services, Personal Wealth Analysis, Retirement Plans, and Estate Planning Services.
• A self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever he puts his mind to, with passion and authenticity.
• Builds and nurtures strong relationships with emotional intelligence.
• Collaborates effectively with team members, partners, and specialists to get things done.
• Communicates effectively and confidently; very comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right potential solutions for clients through Personal
wealth Analysis.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and
long-term strategies for clients
He follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in those communities.
NEW YORK THEOLOGICAL SEMINARY
WESTERN NEW ENGLAND UNIVERSITY
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By 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 I can help you create a financial approach that reflects your personality. Only then can I 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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