Nick Brown and his team of investment and banking industry professionals leverage their experience, knowledge, and capabilities of Merrill Lynch Wealth Management to serve a select group of ambitious young professionals, businesses, retirees, and their family members. Our team strives to increase financial efficiency in our clients life’s with a proactive investment management process, access to private banking, and consistent progress reviews. As a Senior Portfolio Advisor Nick can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.

Here are a few ways that we help our clients:

• Retirement income Analysis
• Retirement projection Analysis
• Tax minimization strategies
• Access to alternative investments
• 401(k) rollovers
• Estate planning services
• Insurance solutions
• Education funding
• Charitable giving planning

About Me:

Nick began his career in financial services at Forester’s Financial in 2017, during his time there, he helped create financial strategies for teachers, firefighters, police officers, and other public service employees. Nick currently serves on the board of directors of the Active 2030 club in Sacramento, a charitable organization dedicated to helping under privileged children in Sacramento. As an Eagle Scout, Nick lives by the scouting oath to do his best, to do his duty and to always help others. He is an avid outdoorsman, and when not in the office, he enjoys golfing, duck hunting, traveling, and scuba diving.

*Banking and Lending Services are through Bank of America, N.A.*Merrill Life Agency's California License Number 0522776 *You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, please contact your Merrill Financial Advisor.

*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.