Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Alain R Verhille, CFP®, CPFA
Senior Vice President
Wealth Management Advisor
Alain R Verhille is a Wealth Management Advisor in the Oklahoma City office who is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and holds the CPFA, Certified Plan Fiduciary Advisor designation.
Alain advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, liability management, tax minimization, and asset preservation with a specific emphasis on helping to assure a lifetime, retirement income stream.
Alain knows the accumulation and preservation of wealth presents different challenges and opportunities to each of the clients with whom he works. Each family and business owner has unique financial circumstances requiring individualized attention. He is a qualified Portfolio Manager who, in addition to providing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Being a holder of the CPFA designation, Alain can advise corporations on how to implement and advise on retirement plans.
Alain works closely with Merrill clients’ other trusted advisors including attorneys and accountants to address their tax, trust, philanthropic and estate issues – including wealth transfer strategies, retirement and benefits plan, concentrated stock positions, and special needs planning – to truly be an “essential resource”.
|Alain joined Merrill Lynch Wealth Management in 2007 from Morgan Stanley. Alain graduated from the University of Antwerp, where he earned a Masters in Economics and Finance. He speaks fluent English, Dutch, French, and German. His hobbies include car racing, soccer, travelling, antiques and ballroom dancing.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTFIED FINANCIAL PLANNER™ in the U.S.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Dutch, English, French & German
University of Antwerp
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
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