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 group 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.
Bank of America, N.A.
Wealth Management Banking Specialist
July 16th, 2020|12:30 PM - 1:30 PM
The U.S. population is growing older and living for longer than ever before – transforming our society, health care and retirement systems. On July 16, 2020 from 12:30pm to 1:30pm, we will be joined by Cynthia Hutchins, Director of Financial Gerontology of Bank of America, who will be presenting on Caregiving and Longevity. The program will also feature a discussion with Drew Holzapfel, partner at High Lantern Group, who will further talk about Caregiving, Cognitive Decline and Alzheimer’s Disease.
If you are interested in attending, please reach out to me to reserve your place and for the phone number to dial into and the link for the WebEx meeting.
July 21st, 2020|2:00 PM
What just happened? And what might come next?
Premiering on July 21 at 2 PM ET, join us for a special Midyear Outlook virtual event hosted by Andy Sieg, President of Merrill Lynch Wealth Management.
With the first six months of 2020 unlike anything we've ever experienced, our panel will discuss what the "new normal" might look like in the months and years ahead — for the economy, the markets and our everyday lives.
Please contact Courtney Clements for the phone number to dial into and the link for the WebEx meeting.
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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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