Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
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 help you refine your investing preferences. Together, we can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
Our process is designed to help deliver 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, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
We believe that financial success can be achieved when you’re able to make 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 start by getting to know you and how you feel about the following seven life priorities.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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.
At The Miranda Wealth Management Group, we utilize a holistic approach to investing built on a foundation of integrity, attention and hard work. By taking the time to listen, we are able to obtain a total picture of each client’s financial situation and desires. With the client’s permission, we work closely and communicate regularly with their tax advisors and attorneys to be sure we are all working together in the client’s best interest. Therefore, our strategies are highly customized for each and every relationship with a commitment to excellence. We are focused on developing strategies and recommendations for our high net worth individuals, their families, and their businesses to help them meet short-term and long-term financial goals.
We offer recommendations that accurately reflect each client’s income and growth expectation, while further exploring areas that cover a wide range of opportunities including investment management, retirement analysis, insurance, trust and estate planning services, as well as lending - all of which are supported by the vast resources of Merrill Lynch Wealth Management, Bank of America Private Bank (formerly U.S. Trust), and Bank of America, N.A. By combining our experience with that of leading economists, research analysts and investment managers, we are able to help clients achieve a balance designed to build wealth while reducing risk and volatility.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.
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.
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 Banking Specialist
Bank of America, N.A.
May 11th, 2021|6:30 PM - 7:30 PM EST
Come join us and Emeril Lagasse, Award-Winning Chef and Restaurateur, on Tuesday May 11th at 6:30 PM EST, to cook up a custom Spring Menu! Whether you are well-seasoned in the kitchen, just beginning, or use your ovens for storage, we welcome you all to test your skills alongside Emeril as he guides you through whipping up a delicious spring meal. A week prior to the event, registrants will be sent a list of the ingredients needed. You are welcome to prepare every item, a select few, or just watch along for entertainment and tips along the way.
Emeril Lagasse, Award-Winning Chef and Restaurateur
Steven Alch, Managing Director, Southeast Division Executive, Merrill Lynch
February 9th, 2021|5:30 PM - 6:15 PM EST
Our market will be hosting a client and prospect virtual webinar event on Tuesday, February 9th at 5:30 PM EST, titled “Generational Wealth Conversations: Helping Families Successfully Transfer Wealth”.
The family wealth transfer is not just about getting financial assets to the next generation. It is also about how to pass on what is important and how to avoid damaging our children’s relationships with each other. This seminar focuses on family wealth management and helps you understand why transfers can fail, how to avoid common mistakes and how the right communication between family members may lead to successful transfers of wealth.
Doug Orton, CRPC, Vice President and Business Development Consultant, MFS
Melissa Sidor, Vice President and Trust Specialist, BofA
March 3rd, 2021|4:00 PM EST
Our very own Market Executive, Dwight Mathis along with Bank of America Merrill Lynch Chief Investment Officer Christopher Hyzy will be hosting a virtual webinar event on Wednesday, March 3rd at 4:00 PM EST, titled "Market Outlook 2021: The Gateway To the New Frontier".
During this educational event Dwight and Christopher will discuss:
- Key macro and market dynamics
- Steps investors can consider to prepare for what may lie ahead
Dwight Mathis, CFP®, Market Executive, Merrill Lynch
Christopher Hyzy, Chief Investment Officer, Bank of America Merrill Lynch
April 6th, 2021|4:00 PM - 4:45 PM EST
Mark your calendar to join Bank of America for “Masters Moments,” an exclusive look into golf’s legendary major championship. Guests will hear from former Masters Champions Zach Johnson and Fred Couples, who will share how they conquered the most famous course in all of golf, Augusta National Golf Club. The program will be moderated by CBS golf broadcaster Dottie Pepper and will reflect on history’s most memorable moments of winning the green jacket.
Fred Couples, 1992 Masters Champion
Zach Johnson, 2007 Masters Champion
Dorrie Pepper, Broadcaster, CBS
Alastair Borthwick, President, Global Commercial Banking, Bank of America
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 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 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 will work to help you stay on track, regardless of what the markets are doing.
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.