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Branham-DeBorde Wealth Management Group

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Branham-DeBorde Wealth Management Group

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Merrill Lynch
Wealth Management

For a successful, financially astute clientele,
our distinct perspectives and experiences allow us
to enhance both sides of their balance sheets.

Branham-DeBorde Wealth Management Group

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Welcome

At The Branham DeBorde Wealth Management Group, we serve an accomplished clientele that hopes to accomplish more.
 
Operating on multiple cylinders to address clients’ specialized financial needs, we’ve come to assist physicians and attorneys, successful business owners, investment bankers at other firms, and corporate executives (many who are now consulting in their second careers). We also serve divorced and widowed women, and generations of families in North Carolina and more than 15 other states.
 
With no cookie-cutter clients, we don’t employ cookie-cutter strategies. To serve those who demand an uncompromised measure of acumen and attention, we focus on each client’s most significant priorities and goals for family and career. Our planning-based approach is a hallmark of our offering. Catering to each client’s needs – and input from both spouses – we formulate long-term, tax-sensitive strategies and investment allocations using Merrill research and due diligence.
 
Having come from Banc of America Investment Services, we are highly skilled and motivated to identify needs and opportunities on both sides of clients’ balance sheets. On a regular basis, we provide access to residential and securities-based lending, as well as treasury management, expansion and construction financing, and other forms of commercial lending. Our numerous contacts within the firm include small business bankers, trust specialists and others we “bring to the table” on behalf of clients.

We are well aware that successful individuals like you can choose from among thousands of advisors. We are also aware that our own diligence and performance can help you focus more squarely on your family and career. We have families, too. By providing genuine care and consistency, we can help optimize your wealth, so that you can enjoy the people and passions in your life.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
*Banking and Lending Services are through Bank of America, N.A.

 

PLANNING THAT CONTINUES

More often than not, clients come to us for a rigorous planning-based approach they didn’t enjoy previously. Some are experiencing a significant life or career transition. Others have reached a point where the complexities of their financial picture demands an extra measure of sophisticated financial advice and guidance.

With our heavy emphasis on planning, The Branham DeBorde Wealth Management Group considers the broader canvas of clients’ lives for each recommendation we make. Our goal? To help clients achieve what dollars and cents alone cannot – the satisfaction of feeling comfortable in having wealth and its enduring benefits. These fundamental pillars of “financial wellness” are critical to our highly personal approach. By doing our jobs well, we help clients who work and play hard, rest easily.

Working closely with ambitious women and men, we begin with friendly, yet in-depth discussions – of a client’s circumstances, plans, wishes, and concerns for their money, loved ones, and overall financial life. And we ask questions, “What do you want to accomplish? Who are you responsible for? What do you want for those you love? What’s your primary concern? What do you envision three years from now? And what role would you like us to play?”

Revisiting questions like those above over the course of each client relationship, we can adjust financial strategies so that decisions move in synch with a client’s needs and outside factors.

We also ask clients to consider if their needs extend beyond investing to banking and borrowing, tax efficiency, and wealth transfer or insurance – areas that already comprise their financial picture and deserve considerable attention.

In addition to our team’s insights, we allow clients to benefit from others we’ve assisted in similar positions. We feel fortunate to have long memories and relationships. Each of us is as proud of the referrals we receive as the results we deliver.

WHITE GLOVE SERVICE

At The Branham DeBorde Wealth Management Group, our vision of providing superior wealth management is predicated on having a genuine, ongoing appreciation of each client – what keeps them up at night, and what gets them up each morning.

In serving client families nationwide, we travel to help ensure that distance doesn’t compromise our ability to act as high-caliber stewards of their wealth. In those meetings, discussions revolve around clients’ children (and ours), as well as stories of clients’ greatest accomplishments. We also make time to review clients’ wills, health care proxies and other documents that can have lasting impact on multi-generational wealth.

Extending ourselves to clients, we try to make each conversation educational – whether we discuss portfolio risk, cash flow in retirement, or tax consequences in everything we do. Commensurate with each better-informed client, we see a higher level of comfort. For example, regardless of how design a portfolio, a client’s “sleep at night” factor is essential to our effort. We never forget that we serve people, not just their portfolios.

To further provide concierge white glove wealth management, we deliver a full range of resources from Bank of America, N.A., We also collaborate closely with clients’ CPAs and attorneys.

Experience tells us financial guidance must work in the real world, for real people. Helping clients achieve what they deem most important is at the heart of our process. We are proud to formulate strategies that clients can understand and follow, from a team that understands them.

WHAT CLIENTS CAN EXPECT

At The Branham DeBorde Wealth Management Group, we strive to create uncommon value for clients.

It is our belief that clients stay with us because they trust our skill in creating a real-world financial strategy, managing their life savings, and providing an extra measure of care and resourcefulness.

As our client, you can expect that we will:

  • Examine your full financial picture, to help enhance your financial wellness. We will scrutinize your liabilities (including mortgages, other loans and credit card debt), tax liability, insurance coverage, Social Security and long-term-care issues, and estate planning documents.
  • Enjoy putting faces to names, not phone numbers to them. We also make house calls. In fact, we have more meetings at clients’ kitchen tables and conference tables than our own.
  • Work closely with you and spouse, your grown children and others you designate – on matters related to wealth transfer, trust and estate planning. And because wise financial habits should be taught to your children, we can talk to them about buying a home or car, and the importance of saving and investing.
  • Strive to help you feel comfortable – financially and emotionally. That’s why our strategies are presented and communicated in an uncomplicated manner. We are here to help – not show you how much we know.
  • Will deliver the resources and support of specialists throughout Merrill and Bank of America, N.A. On a daily basis, we offer what we call “more, better, and easier” access to residential and securities-based lending, refinancing, commercial lending, cash management, trust and estate planning strategies, insurance planning, and much more.

Meet the Team

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.

Your Financial Approach

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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic 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.


    Monitoring 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.

    Wealth Management Your Way

    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

      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 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.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      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.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.