Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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We believe that an understanding of you and your family, your financial situation and what matters most to you form the cornerstone of client relationships and satisfaction. And we will be there for our clients during the most important times of their lives.
Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
We support clients who believe in socially conscious impact investing—people who feel strongly that their investments should be consistent with their beliefs. We take the time to meet with you, listen to your preferences and not only discuss companies and institutions which may be reflective of your beliefs, but we can also help you eliminate firms currently in your portfolio whose practices may run counter to your position on issues that are meaningful to you. We can help you develop a potential impact investment approach that is focused on helping you pursue your financial goals.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other approaches or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG approaches may rely on certain values-based criteria to eliminate exposures found in similar approaches or broad market benchmarks, which could also result in relative investment performance deviating.
We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:
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.
Associate Insurance Specialist
Bank of America, N.A.
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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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.