Women’s superpower: Investing

Watch our experts share ways to tap into your ability to build a more secure financial future.

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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.

Toni Valdez

Wealth Management Banking Specialist

Merrill

Jocelyn T Smith

Retirement Specialist

Bank of America, N.A.

Daniel Scalley

Wealth Strategies Advisor

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

For more than two decades we have been developing customized wealth management strategies and recommending investment portfolios for affluent individuals and their families around the country. Serving a limited number of clients by design helps us devote the time and resources necessary to gain an in-depth understanding of their unique, personal priorities. 

As a multigenerational team, we feel that our diversity in age assists us in effectively communicating and building lasting relationships with every generation of your family. Blending our collective skills helps us to apply a broad knowledge base and different points of view as we collaborate to serve you and your family at every stage of your financial lives.  

Over the past 25 years, we have helped our clients weather good, bad and indifferent markets. During that time, we have learned the importance of maintaining a disciplined process and providing clear, precise information about your progress toward your goals. When the markets are volatile, we believe one of our most important functions is to reach out at such times, hear your concerns, offer perspective, and talk about any needed adjustments to your strategy.

Understanding Your Complete Financial Picture

Today’s fast-moving environment calls for advisors who can look beyond your investments to see the bigger wealth management picture. That’s why the foundation of our approach starts with listening. We ask detailed questions to learn what’s truly important to you and to help uncover your feelings about where you are financially and where you hope to be in the future.

Our mission is to offer you straightforward answers and strategies that lead to smarter, more informed decisions. We believe wealth management is more than providing investment advice. It’s about standing alongside clients, aligning our advice and guidance with your real-world objectives, and collaborating to design strategies to help you achieve your goals.

The process we engage in is not a once in a lifetime event. It’s evolutionary, taking into account ongoing changes in your life, your resources and any financial decisions you need to consider. When appropriate, we will recommend adjustments to your strategies or help you design and implement new ones.

Taking The Emotion Out Of investing

Too often, financial decisions are based on emotion rather than on sound investment principles. Over the past two decades, we have developed a meaningful understanding of the issues that can impact your financial life. Our goal is to help you filter out the market noise and remain focused on the things you can control, such as the quality and holding period of your investments and the diversification of your portfolio. 

Investing is a long-term proposition. By taking a disciplined approach, we can help you ignore short-term market behavior that could distract or derail your financial strategy. The personalized portfolios we help develop are meant to see you through different market environments and phases of the economic cycle. Throughout our process, we keep you informed about economic and financial market conditions and continually refine the wealth management approach that works best for you. Regular portfolio review meetings, in person or via telephone, can last as long as necessary so no questions are left unanswered.

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.