Charles J Sailor II is a Senior Financial Advisor at Merrill Lynch Wealth Management. His Team focuses on advising business owners with Tax minimization strategies, Retirement planning , Estate Planning Strategies, business succession planning, Asset preservation, asset and liability management, insurance strategies and access to banking and lending through Bank of America. We focus on strategies to minimize taxes and accelerate retirement savings.Clients include S-corporations, C-Corporations, LLCs, Self proprietors and Sub Contractor's.In addition to providing the traditional advice and guidance Charles helps his clients pursue their objectives and goals by building and managing financial strategies from Merrill's wide range of portfolios.Charles has been in the Financial Industry since 2001. Charles prior experience includes Morgan Stanley and a career as a successful business owner.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Merrill Life Agency’s California License Number 0522776
As your Merrill advisor, I offer advice based on your goals and priorities–not only for yourself, but for your family and business. Our ability to collaborate places you—not the market—at the center of our work together. I can help you understand the pros and cons of every decision, and help you maintain discipline so you can effectively pursue your goals. As your needs or market conditions change, I will continue to work with you so we can agree upon adjustments to your plan.
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.
