Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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We operate as a small boutique inside a global bank offering a suite of personalized services:
1. Partner – We strive to make an impact every day. We will be with you when goals appear to be unbalanced and distant and celebrating with you during life events and when goals have been realized.
2. Wealth Management Planning – We clearly articulate how each financial decision impacts financial security; both in the long and short-term. We focus on outcomes to the stuff that matters to you: buying a home, planning for retirement, and education of future generations.
3. Investment Advisory Services – Have a clear understanding of your financial goals to help make sure your lifestyle is never disrupted. Our objective is to help secure, improve, and preserve investment assets offering a completely objective asset allocation mix.
4. Banking Services – Facilitate and assist with credit and balance sheet management including basic banking, mortgages, credit cards, bill payment etc.
5. Retirement & Executive Plans - We understand the retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer. We offer the strategies your employees may need to help pursue their financial goals and maintain financial wellness. Our team will make your priorities their own and help reduce your administrative burden so you can focus more on your business.
6. Global Commercial Banking (GCB) – We are able to provide access to GCB and a full range of commercial banking services to help your organization meet today’s challenges head-on and fuel sustainable growth. Specialists are committed to providing institutions like yours with banking solutions, including cash management and lending as well as investment strategies through Merrill Lynch.
A broad array of strategies designed for sophisticated financial needs.
• While we help individuals and businesses manage their assets for the future, that's only the beginning.
• Our team can offer you access to strategies across the financial spectrum.
• We offer solutions that take into consideration your needs, goals, risk tolerance, investment time frame, and liquidity requirements.
• No matter where your life or business takes you, we can help you maintain focus on what you value most.
Investment services, banking services, & personal service.
• Because we work with clients holding significant assets, we can offer you access to a customized suite of high-level financial services.
• Our team can offer individual client approaches to asset allocation, wealth management strategies, estate planning services, and retirement planning services, as well as insurance and risk management strategies.
• We can also provide access to banking, credit, and lending through Bank of America.
An open investment platform.
• Through our team, both individual and corporate clients have access to Merrill Lynch's open investment platform.
• We can assist with investment strategies and wealth preservation strategies using domestic and international equities, fixed-income, mutual funds, exchange-traded funds, market-linked investments, alternative investments, annuities, and life insurance.
We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018 & 2019
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.
Retail Sales Manager NMLS # 535721
Director, Retirement Plan Specialist
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.