Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 Banking Specialist
Bank of America, N.A.
September 10th, 2020|4:30 PM - 5:30 PM EST
Merrill invites you to The Washington Update with Jeff Bush event this Thursday 9/10/2020 at 4:30pm. Please join us as Jeff Bush provides some context on the current political climate and the upcoming election.
Jeff Bush is a dynamic and insightful speaker and author, he is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for financial advisors, business owners, executives and high net worth investors. Jeff’s dedication, forward thinking, and strategic abilities have resulted in performance records, industry awards, and industry accolades.
August 26th, 2020|1:00 PM - 2:00 PM EST
Our world has gone through an incredibly challenging and difficult time. Unfortunately, we know life will continue to bring adversity into our lives. As parents we teach our children many skills, yet resiliency is seldom one of them. We will be joined by Dr. Kevin Elko, best-selling author and renowned sports psychologist, to talk to us about building resiliency and thereby laying a foundation of success for your children’s futures.
Dr. Elko is a performance and career-enhancement consultant, nationally renowned sport performance consultant, keynote speaker and best selling author. With unparalleled energy, he highlights the incredible power of resiliency as well as teaches his unique solution to becoming a champion in life and in business.
August 20th, 2020|1:00 PM - 2:00 PM EST
What effect is the current pandemic having on nonprofit organizations – colleges and universities, healthcare organizations, social services and religious organizations and cultural institutions? How are organizations reacting and what patterns are emerging for the future structure of the sector? Please join us as our panel of speakers offers insights for non-profits at this time of crisis. During this session you will learn about ways to support each other in this environment and in the uncertain future.
Bank of America Private Bank Speakers
Don Greene, Managing Director, Philanthropic Relationship Executive
William Jarvis, Managing Director, Market Strategy and Delivery Executive
Elizabeth Barnette, Senior Vice President, Philanthropic Strategist
Michael Strauss, Managing Director, Senior Portfolio Consultant
To participate, please register today by clicking the link below.
Pre-registration web site:
Learn about the MyMerrill Mobile App.
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.
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We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.