Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Please join us for an upcoming discussion about art where we'll unveil the mystery around collecting art, buying art, and what to do with art you may have inherited. Featuring Bank of America Art Services Specialist, Sonja Moro and Art Director of de Sarthe Gallery, Vincent de Sarthe, presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for our webinar on Friday, May 31st, 2024 at 11:00am PST (click the link below to attend):
Event password should prefill; if not, password is jtFwJpc9@22
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to Rachel.gilligan@ml.com.
Please join us for a 2024 Market Update featuring the latest research from BoA Global Research presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Thursday, July 25th 2024 (click a link below to register):
8:00am PST: Webex
12:00pm PST: Webex
Event password should prefill; if not, password is Serena24!
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to rachel.gilligan@ml.com
Given increase market volatility, we are hosting a special mid-month Market Volatility Update featuring the latest research from BoA Global Research presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Friday, August 9th 2024 (click a link below to register):
10:00am PST: Webex
2:00pm PST: Webex
Event password should prefill; if not, password is Serena24!
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to rachel.gilligan@ml.com
Please join us for a 2024 Market Update featuring the latest research from BoA Global Research presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Thursday, August 29th 2024 (click a link below to register):
8:00am PST: Webex
3:00pm PST: Webex
Event password should prefill; if not, password is Serena24!
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to rachel.gilligan@ml.com
Please join us for a 2024 Market Update featuring the latest research from BoA Global Research presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Thursday, September 26th 2024.
We encourage you to register in advance for the webinar(s) you wish to join using the links below.
On the day of, you may join the Webex either by revisiting the link on this invitation or by clicking the link in your registration confirmation email.
8:00am PST: Webex
2:00pm PST: Webex
Event password should prefill; if not, password is Serena24!
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to rachel.gilligan@ml.com
Please join us for a 2024 Market Update featuring the latest research from BoA Global Research presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Thursday, October 31st 2024.
We encourage you to register in advance for the webinar(s) you wish to join using the links below. On the day of, you may join the Webex either by revisiting the link on this invitation or by clicking the link in your registration confirmation email.
8:00am PST: Webex
3:00pm PST: Webex
Event password should prefill; if not, password is Serena24!
As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.
To better guide the discussion, please send questions / topics of interest to rachel.gilligan@ml.com
Please join us for a 2024 Market Update featuring the latest research from BoA Global Research presented by Christian Serena, Resident Director and Wealth Management Advisor.
We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of two webinar sessions on Friday, December 20th, 2024.
We encourage you to register in advance for the webinar(s) you wish to join using the links below. On the day of, you may join the Webex either by revisiting the link on this invitation or by clicking the link in your registration confirmation email.
8:00am MST: Webex
3:00pm MST: Webex
Event password should prefill; if not, password is Serena24! As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation. To better guide the discussion, please send questions / topics of interest to rachel.gilligan@ml.com
CPFA®, CPWA®
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.
