Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Lahoud Team and Associates works with clients in over 30 states to help them meet their financial goals by building long-term relationships founded on experience, exceptional client service, and an unwavering drive to help you achieve success.
We believe that wealth management involves far more than investments. Our goal is to help you better manage all aspects of your financial life so that you can focus on what is truly important to you and your family. We offer sophisticated, adaptive, and individualized strategies for pursuing such objectives as capital preservation, preparing for a comfortable retirement, planning for your child's college education, and arranging for the tax-efficient transfer of wealth to the people and causes that you value. Accordingly, our dedicated and enthusiastic approach to holistic wealth management have allowed us to create enduring client relationships.
We are committed to offering tailored advice and guidance for all of our clients to meet our commitment to you. We are more than just a wealth management group – we are a passionate team eager to help you make informed financial decisions in every aspect of your life.
Together, with over 60 years of combined industry experience, we will help you pursue your goals, reach your dreams, and live your life.
Wealth management is an ongoing process. We seek to maintain regular contact—to stay informed about events in your life that could affect your financial situation and help you anticipate potential challenges and prepare for future opportunities. We will meet with you regularly to review your progress and discuss investment performance and market trends. And at least once a year, we will reexamine your overall strategy with you and help you make any necessary adjustments to keep it aligned with your goals, risk tolerance, liquidity needs and time horizon.
In developing strategies, we can access a broad array of investment options, allowing us to select ones that are aligned with your customized wealth management strategy. We can also draw on the research professionals of the Investment Management and Guidance (IMG) group of Merrill Lynch Wealth Management for portfolio construction guidance, advanced portfolio management research and hands-on due diligence on investment managers and mutual funds.
Going beyond traditional investment management, we seek to help integrate the various elements of your financial life. With your permission, we can collaborate closely and communicate regularly with your other professional advisors, including your attorney, to see that assets are titled properly, and your accountant, to consider business and personal tax impacts. Drawing on access to the banking convenience of Bank of America and the investment insights of Merrill Lynch Wealth Management, one of the largest wealth management organizations in the world, we can assist you in such areas as:
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018 and 2019
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.
Senior Wealth Management Lending Officer NMLS # 642154
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.