Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our team can assist you, and your family or business, in identifying goals and addressing thoughtful financial strategies designed specifically for your future.
It’s a matter of fitting your “puzzle pieces” together—pieces that represent actions you’ve taken and investments you’ve accumulated—which can be turned into a “big picture” of what you believe may lay ahead.
We take pride in possessing the experience and perspective that can help turn your goals into reality…and we can help you navigate the many cycles of life. We believe that when you succeed, we succeed.
The process starts by identifying and positioning various pieces of each client’s personal financial puzzle. It’s not just about markets and returns, it’s about what goals matter most to clients.
Here’s what we think can come next for you
Work with us. Let us help you put your individual puzzle pieces into that “big picture” you may have dreamed about for so long.
We believe that with our assistance you can effectively face life’s changes, financial challenges and opportunities.
We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisors we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer ongoing, personalized advice. Combined with professional management and regular reviews, you can stay on the right path towards pursuing your long-term objectives.
Perhaps the biggest puzzle piece of all is the one you might call “retirement,” but that’s the only time you’ll ever see us use that term. What we do is help clients pursue their post-career lifestyle dreams, not sit in a rocking chair.
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.
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.