Brandon Stewart
Managing your money can be overwhelming. With priorities ranging from retirement, to paying for college, to taking care of elderly parents, it’s a lot of competing demands to juggle. That’s where I come in. Using the resources here at Merrill and Bank of America, I will work with you to create a plan that's tailored specifically to your needs. I am here for ongoing advice, and as your situation changes, we can adjust our strategy to keep you on track.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
