Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We bring shared ideas and resources to clients, offering a goals-based wealth management approach that puts our clients, rather than the market, at the center of the wealth management process. We help identify and prioritize clients’ goals and then provide access to the global investing resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America to address them. These goals might include planning for and funding children’s or grandchildren’s educations, helping to ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then develop a financial strategy aligned with those goals.
We believe that communication is instrumental to success in managing life’s challenges. Our financial advisors seek to engage families in the financial decision-making process. Communicating openly with family members on the sometimes difficult subject of wealth can be a challenge. We help facilitate these discussions and offer opportunities to educate the younger generation about how assets may be invested.
We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why we believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
We’re fully versed in the many issues that affect wealth management. No matter what your short- and long-term goals may be, we’ll begin by getting to know you as we explore the following seven priorities together:
Using the broad investing resources of Merrill, we assist with income management, education funding, retirement planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. With your permission, we also work closely with your other specialists, such as attorneys, accountants and specialists to help you pursue your goals.
BofA Global Research provides private investors and families with research*** and investment strategies to help them confidently meet investment goals. Our program is designed to use your Investment Policy Statement (IPS) that clearly defines the objectives and constraints under which we operate. We have our clients' best interests in mind when we invest their funds or provide planning recommendations.
Some of the services we offer include but are not limited to:
Goals Based Planning
Personal Wealth and Retirement Income Plan
Business Succession Planning
Client Focused Services
Regular Progress Reviews
Estate Planning Services
Fiduciary Managed Trustee Accounts**
Fiduciary Managed Trusteed IRA's**
Social Security Filing Strategies
Tactical and Strategic Investment Plans
Custom Built Portfolio Strategies
Socially Responsible Investment Portfolios
Alternative Investments Platform
Executive Compensation Analysis
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 Lending Officer
Bank of America, N.A.
Bank of America, N.A.
December 16th, 2021|1:00 PM CDT
Chief Investment Officer, Chris Hyzy, will bring together some of the best minds in the business to explore:
· Where taxes, inflation and the economy could be headed
· The outlook for equities, fixed income and the longer-term investment landscape
· Actionable portfolio ideas clients and prospects could consider now
Please Join us for this event! Use the following link to register: https://www.ml.com/articles/economic-outlook-2022-webcast-registration.html
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 offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.