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

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Merrill lynch

The DSA Group

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Merrill Lynch
Wealth Management


We help a select group of families move confidently toward their financial dreams.

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Empowering Clients—it’s what we do

Money is like fire: used right, it brings security; but if you don’t know how to use it and grow it, anxiety and hardship can follow. Our disciplined approach to wealth management empowers our clients to confidently handle their financial assets so they add security, not stress. We’re honored to be the family advisory team for a select group of hard-working professionals, business owners and veterans. Many of our families have been with us for 20+ years! Our clients trust us to order and simplify their financial world, offer seasoned advice to complex problems and help them reach their goals—in short, they trust us with their fortunes and futures.

We begin by listening to your needs. We then chart a customized course for you that aligns your financial resources and decisions with your dreams. We use the right tools to effect strategies based on your needs.

As your trusted wealth advisory team, we serve as your:

Wealth strategy advisors. We help you get the prosperity outcomes you want for the goals that matter to you. We manage risk and identify funds for investment and cash flow.

Banking liaisons. We can help you access all kinds of capital at relatively low cost, set up bill pay and direct deposit and manage your frequent flyer miles.

Friends. Relationships are very important to us. When personal or financial life events happen, we are among the first people our clients call.

We offer each client boutique-level service and personalized, family-based advice. This is bolstered by 80+ years of combined financial and business experience and our access to some of the sharpest talent and most innovative research and intellectual capital available. Additionally, we’re supported by the investment insights of Merrill and the banking convenience of Bank of America.

We treat your investments with the same care a pension fund manager gives his portfolio. We strive daily to deliver exceptional service—and ultimately, results that grow your net worth.

Families just like yours have trusted Merrill with their financial futures for 100+ years. Our standard of care is second to none. Central to our focus on empowering our clients is Merrill’s goals-based planning process, an annual asset review and transparency around fees, risk and outcomes.

Would having your own dedicated Wealth Advisory team give you more confidence? We look forward to learning how we can serve you and empower you to move confidently toward your financial dreams. We’re bullish on the future—yours!

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We start and end with what matters to you

The best financial strategy is the one that helps you reach your goals. That's why we start by understanding your aspirations and encourage you to ask questions about issues that matter to you. Worried about future health care expenses? College on the horizon? Considering buying a house? Preparing to pass your wealth on to future generations? Using the investing tools of Merrill and banking options of Bank of America, we will help you to develop strategies to address your priorities and financial needs.

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Some of the ways we can help you

As part of Bank of America, we have access to a broad array of time-tested banking and financial strategies.  We use this access to address nearly every area of your financial life. We can help you:

  • Understand your current situation with a complimentary asset review
  • Consolidate your financial world
  • Manage your cash
  • Define your financial goals
  • Chart a course to financial independence
  • Grow your hard-earned money
  • Deal with financial challenges
  • Face the transition to civilian life
  • Confirm you are properly insured
  • Make sound decisions
  • Access low mortgage rates
  • Access capital at relatively low cost
  • Ensure your money will last 
  • Maximize the impact of your giving
  • Plan for succession with estates 
  • Leave a legacy to future generations
As your single access point for Bank of America and Merrill, the buck stops with us!

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You only retire once. We'll help you get it right!

When you transition to retirement, no one will work harder to ensure your money is working for you and is there for you when you need it. As you think about leaving a legacy, our multi-generational team is passionate about helping successive generations connect their finances with their values and goals. At each step on your journey, no one will care more about you and what’s important to you than we will.

Meet the 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.

Jeremy Floberg

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

      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.

      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.