Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Lorne Bycoff brings diverse experiences in investment banking, institutional and personal wealth management to a growing circle of executives, business owners, and other busy professionals in the New York area and nationwide. Lorne blends his extensive knowledge of investing with a natural passion for helping ambitious individuals satisfy meaningful financial goals for themselves and loved ones.
“I know that offering a distinct measure of attention and knowledge goes a long way. The clients I serve are realistic in their motivations and aspirations, but they want to make money,” Lorne says. “They deserve a trusted advisor who goes to bat for them, grows with them, and most importantly, delivers for them.”
Considering himself intellectually curious and analytical, Lorne strives to appreciate desired “milestones and moments” in clients’ lives. He agrees with clients that money is just one measuring stick for success and satisfaction. That’s why he looks at how wealth is structured – crafting strategies to account for clients’ goals and expectations (for retirement, wealth transfer, business succession, and philanthropy).
“From an investment perspective, clients must play offense and defense,” Lorne explains. “To mitigate volatility, I build endowment-style portfolios using several proprietary strategies. Taking an astute and academic approach to investing, I synthesize input from Merrill Lynch analysts with my own research – before making suitable recommendations across asset classes.”
Lorne reminds clients that emotional and short-term financial decisions can affect their family’s wealth for years to come. For that reason, he encourages clients to call for “anything financial” – whether they’re contemplating a large purchase, saving for college, or helping an elderly parent. “Like clients, I need to sleep at night knowing I’m doing everything possible to help foster positive outcomes. Whether I connect clients with our specialists, or coordinate with CPAs and trust and estate attorneys, I want to help optimize their financial opportunities. Diligently managing clients’ wealth is an outgrowth of what I know – and how much I care,” Lorne adds.
Lorne Bycoff, who joined Merrill Lynch in 2015, has over ten years of experience in the financial services industry. A proud alumnus of Duke University, Lorne holds a Bachelor’s degree in Economics, with a Minor in Philosophy. Lorne is the Co-Chairman of the Duke Young Alumni Development Council and is a member of Duke Financial Partners. Lorne is actively involved in several charities.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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 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.
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*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, I can help you create a financial strategy that reflects your personality. Only then can I 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.
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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.