Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

Watch now

Merrill Lynch

The Mallach Group

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Merrill Lynch
Wealth Management

Our mission is to understand what matters most to you. To take the time to ask insightful questions, then understand in detail, exactly where your wealth stands today and where you would like it to be in the future. We then work together to design and implement a customized wealth management approach that helps you and your family pursue personal financial goals while helping manage investment risk. Our approach is about designing potential solutions to help you reach your goals.

Value Proposition

  • Wealth Management Planning – We utilize a holistic perspective to analyze the effect of each financial decision
  • Investment Advisory Services – with a clear understanding of your financial goals we will help secure, improve, and preserve your investment assets offering a completely objective asset allocation mix.
  • Banking Services through Bank of America – facilitate and assist with credit and balance sheet management including basic banking, mortgages, credit cards, bill payments, etc.
  • Retirement & Executive Plans - Through personal, in-depth engagement with your company’s retirement plan, we can build a lifetime connection to you and your plan participants as we work together towards the goal of better retirement plan outcomes and brighter financial futures.

Our Approach

Wealth Management is a dynamic process. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. We will be here to help you make adjustments to your wealth management approach as life changes over time. We believe clients realize the full value of our relationship, including:

  • helping you make significant decisions
  • recognizing your life priorities and goals
  • understanding your investment personality
  • helping you prioritize and pursue goals
  • being transparent by making possibilities, fees and risks clear
  • taking steps to help you preserve income during a life challenge
  • educating the younger generation about investments and the markets

Philosophy

Drawing from our deep experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

Online Capabilities

Enjoy convenient, secure account access with MyMerrill®

We’re here to help you pursue your goals — and to make your busy life a little easier.  With MyMerrill, you can access your investment accounts how, when and where you want to.

MyMerrill Features includes:

  • View account holdings, activity, statements, portfolio summary, unrealized & realized gain/loss
  • Have access to real-time quotes, market research & insights, watchlists & alerts
  • Ability to electronically sign forms, initiate money transfers and withdrawals (cash and margin), bill pay, document scanning, pay Merrill and Bank of America credit cards
  • Access to the MyMerrill Mobile App (available on Android and Apple mobile devices)

     

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Kyle C Mallach

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Meet Our Team

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.

Additional Resources

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.

Michael Perticari

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #535721

Janine Wallace

Wealth Management Banking Specialist

Merrill

Christopher Caradec

Wealth Strategies Advisor

Bank of America, N.A.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.

      Why Merrill?

      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.


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      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


      The Power of the Right Advisor®
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.