Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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For over 25 years, our team has worked closely with individuals, families, and businesses, helping them streamline the complexities and capitalize on the opportunities of wealth. We recognize the importance of capital preservation to clients, sensitive to the sacrifices they have made in attaining their wealth. We take the time, to ask hard, smart questions and to listen carefully, then to understand exactly where your wealth stands today, and where you’d like it to be tomorrow. Our wealth management approach is about using wealth to help turn goals into reality.
Drawing on the resources of Merrill, our team is adept at harnessing the Firm’s capabilities in a manner that is robust and holistic. Working with a vast spectrum of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and future generations of your family. Our ability to provide access to the investment insights of Merrill and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives.
Individuals and Families
- Investment Management
- Wealth management planning
- Personal Banking and Lending
In addition, we also work with businesses, communities, and organizations
- Enhancing and optimizing cash while staying within your required risk and liquidity needs
- Retirement plans
- Investment management
- Purchase, sale, merger or transfer of a business
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.
Forbes "Best-in-State Wealth Advisors" 2022 and 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "Best-in-State Next-Generation Wealth Advisors" 2019, 2022 and 2023
Published annually Aug - Sept. Rankings based on data as of March 31 of current year.
Forbes "Top Next-Generation Wealth Advisors" 2018 and 2020
Published annually Jul. - Sept. Rankings based on data as of March 31 of current year.
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
Merrill
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
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
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.
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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.
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