Women’s superpower: Investing

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Neil H. Bonn, CPFA

Vice President
Senior Financial Advisor
Retirement Benefits Consultant
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Merrill Lynch
Wealth Management

My team and I provide advice and guidance to a select group of (ultra) high-net-worth corporate executives, families, business owners and non-profit organizations. We are dedicated to helping clients achieve their long term goals and objectives, through proven and disciplined financial strategies.

Profile

We have built our team to respond to the needs of significant wealth. Our team operates as a small boutique-like group inside a global bank offering a suite of services, such as Wealth Planning, Investment Advisory Services and Personal Banking.

Our team is experienced in helping clients manage concentrated stock positions and deal with the challenges of important transition events such as retirement, inheritance or the sale of a business. With clients' permission, we work closely with their attorneys, accountants and other advisors to help coordinate their financial and legacy strategies.

*Banking Services are through Bank of America, N.A.

    Professional Staff

    Supported by the global resources of Merrill, my 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.

    Bryan Austin

    Private Wealth Strategist

    Merrill

    Oksana Gavrishkevich

    Wealth Management Banking Specialist

    Merrill

    David Schmutz

    Wealth Management Lending Officer

    Bank of America, N.A.

    NMLS #505324

    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

    Our Commitment to Service

    Our team recognizes that significant wealth can entail pitfalls as well as privileges. We work closely with clients to foster sound stewardship across multiple generations. As proponents of client education and communication, we facilitate family meetings to discern and discuss collective goals as well as individual aspirations. Throughout the client relationship we are sensitive to each family’s dynamics, needs and values.

    We offer a suite of services grounded in unified strategy for long term wealth preservation:

    • Trust and estate planning services
    • Liquidity event planning: pre and post strategies
    • Banking and lending through Bank of America, N.A.
    • Discretionary investment management
    • Restricted and concentrated stock strategies
    • Tax minimization strategies
    • Philanthropy

    *Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.

    Philosophy

    Significant wealth requires customized strategies tailored to your unique goals and priorities. We believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. We also believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

    Investments

    We strive to create an exceptional client experience, from wealth planning and strategy through investment management and service. Speak to us for a few minutes, and you’ll notice something different. We’re resolutely focused on a client’s goals and continually strive to exceed expectations. We’re keenly attuned to what matters to you – your objectives and needs, values and priorities. Our work ethic and commitment are the best testimonials to our focus on you, your family, and your business.

    In a financial world marked by change – in markets, regulations, opportunities, and challenges—we look to promote consistency, dispel confusion, and design a personalized path for each family. We have an instinct for solving problems, and look to continually refine and enhance what we do. We’re proud of the fact that we’re restless in our quest to help you, harnessing our team’s complementary skills and strengths.

    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.

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      #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

        I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.

        Request Appointment

        Articles

        DISPLAYING:

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        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.