Euan Wilson

Euan Wilson, AWMA, CFA

Financial Advisor
Learn more about an advisor's background on
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Merrill Lynch
Wealth Management

If you have recently "made it", whether that's a Partnership Elevation, an Executive Promotion, or a Business Exit, it can be challenging to know how to manage your newfound wealth. My focus is with you every step of the way as we navigate your exciting next phase of life and work toward custom solutions to your needs. My goal is to help you meet your goals.

Profile

I focus my career on Attorneys, Corporate Executives, and Business Owners hitting their career stride. It's a source of great pride working with those who have newly "made it", whether that's because they've been made Partner, enjoyed a successful business exit, or have steadily climbed the corporate ladder into that vaunted corner executive office. 

And because these clients reached the top because of their dedication to their careers, I (politely) must insist on a full advisory relationship and urge clients to bring in their partners and spouses early: I find it critical that both halves of the client's house have a trusted relationship with me. When both clients are on the same page of a financial journey, goals become that much more possible. 

My clients have a lot going on: Attorney Partners want to understand their firm's arcane retirement plans and firm capital requirements and provide for their family. Business Owners want to protect the result of everything they've spent a lifetime of work building and provide for their family. And Corporate Executives want to make sure their equity compensation is managed in the most efficient manner without exposing them to too much concentration risk... and provide for their family. 

With eight years experience in wealth management, fifteen total years in finance, and my own family to provide for, it's my pleasure to serve you.

  • LANGUAGES

    English

  • EDUCATION

    University of Georgia

Additional Resources

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.

Conor O'Keefe

Alternative Investments Regional Specialist

Bank of America, N.A.

Blerta Shasivari

Wealth Management Banking Specialist

Merrill

Eli Poupko

Wealth Strategist

Merrill

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Your financial future is built on trust. So the first step is a conversation: to understand you and what matters most to you. To take the time to ask hard, smart questions. And then to listen carefully and understand, in great detail, exactly where you are today, and where you like to be tomorrow. Then, I build a map to help you implement a custom wealth management approach that helps you and your family begin the journey today and move toward tomorrow.

Philosophy

New law firm partners tack an extra zero on their paychecks, but have a new lifestyle to fund, firm capital to pay in, and complex firm retirement plans to understand before they truly know what their full compensation is going to look like. Not to mention all the new "fresh partner expectations" they have to meet.

Newly promoted corporate executives may also tack on that extra zero, but so much of that compensation may not be coming in the form of a paycheck. A large percentage might be stock options or RSUs with a lengthy vesting schedules and wildly different taxation rules. Concentration could be an issue, and then there's the fearsome lifestyle creep. That's a lot to take care of on top of all the new responsibilities.

You should talk to someone who's been down this road with clients before. I focus my practice on professionals hitting their career peaks because right when it seemed like there already weren't enough hours in the day, suddenly there's so much more to take care of personally even as professionally things are still ramping up. I make sense of the complex, keep things straightforward, and win hours back into your day.

Approach

I 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, I 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 me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I 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.

Your approach to investing

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 help us provide you with additional insights and resources.

Understanding your goals and priorities

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.

Capabilities

My 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. My 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. I view myself 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.”).

Staying on Track

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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

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      Let’s Have a Conversation

      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.

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      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

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