Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Our team believes successful wealth management comes from examining how the various elements of your financial life work together. Key factors to consider may include the retirement lifestyle you envision, how you would like your wealth to impact your family, your tolerance for risk, liquidity needs, time horizon—and, of course, your personal goals. What arises from this process is a tailored financial strategy that encompasses your life as well as your finances. Our wealth management process is continuous, evolving with you as your needs and goals change. The process breaks down what may seem complex into simple, understandable terms. It places you at the center of our efforts—helping to preserve, grow and distribute your wealth based on your unique objectives.
We believe successful long-term investing is goal oriented and strategy driven. Our process helps us understand your needs and be proactive throughout our relationship. The Norman & Young Group follows a disciplined, five-step protocol to gather information about you, your family and your life; sharpen your financial vision; and organize a thoughtful strategy that ultimately helps us to suggest investments with the potential to fulfill your needs while pursuing your goals.
Our team strives to provide clients with the highest level of service—dedicating the time, energy and experience to help them pursue their goals. We research strategic and tactical investment themes both within and beyond the bounds of Merrill, analyzing data that can help you make informed decisions about allocation targets and other aspects of your wealth management efforts.
We believe our high-level strategic thinking is matched only by the quality of our service. Our focus is to understand in depth what you value most in life—your family, business or legacy—so you can focus on enjoying the wealth you've created and live the life you envision.
The Norman & Young Group works with affluent individuals and families in need of wealth management advice and guidance. It is not uncommon for our team to work with family members spanning as many as three generations. We get to know and help educate the next generation about their future wealth. Later, when they need to make their own financial decisions, they can turn to us—a team they have a relationship with and one that can help them carry on the family legacy.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
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.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589376
Retirement Specialist
Merrill Lynch
Trust Specialist
Bank of America, N.A.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day. |
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