Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
401 Union St
Seattle, WA 98101
Your wealth is extremely important—to you, to the people you love, and to the causes you value. Your wealth represents your security, your hard work, your aspirations for the future, and your comfort in uncertain times.
At MCNW, we never lose sight of the seriousness of our mission or the value of your trust. We believe we’ve created a different kind of team designed for a different kind of client.
We believe we’re great at serving a select clientele. We’re unapologetic in our pursuit of excellence—a spirit that drives our continual improvement and our belief that our best days are ahead—for you and for our team.
We know your time is precious. Here are a few of the ways that we look to provide a different caliber of experience.
You’re not linear. Neither are we. The clients who engage us tend to have busy lives and complex circumstances. Their wealth has often taken on a scale that has become time consuming to manage. We help them unwind the intricacies of their wealth, weighing their options, evaluating their opportunities, and helping them discern how they can better advance their ambitions and goals.
You see value in customization. We invest a lot of time in our relationships— because it’s the right thing and because we enjoy the people we serve. Our relationships are deep, long-lasting, and close-knit. We’re honored to be a trusted member of a client’s inner circle, and we live that commitment through our empathy and discretion. We don’t pay lip service to customization—we insist upon it as an integral component of a successful relationship.
You know when you are well served. Service is something that’s easy to talk about but difficult to deliver. We know the importance of timely and reliable responsiveness for your needs. We invest in our service team, and we’re committed to performing at the highest levels—diligently and consistently. We focus intensively on service, leading by example in emphasizing the conscientiousness and discipline that can yield a better client experience.
You appreciate intellectual rigor. We tend to work well with people who recognize that all advice and guidance is not the same. Our team members are deeply credentialed and well educated. You’d expect nothing less. We are relentless in our desire to bring you the strategies and offerings that can have a material, positive impact on your life and legacy. We’re not content with “business as usual”—primarily because there is no “usual.” Each person, family, or business is unique, presenting us with a vibrancy and singularity that we find exhilarating and inspiring.
To speak with one of our Advisors, please see the red “Contact Us” button at the top of our webpage. We welcome the opportunity to discuss your needs relative to our capabilities.
Cash Management. Cash flow, liquidity and yield reserves
Core Objectives. Income, Income & Growth, Growth
Alternative Investments. Diversifying or Objective Enhancement
Best Ideas. Secular Growth, Tactical or Thematic
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.
Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).
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.
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.
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.
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