Families often have complex needs and may require close communication to manage life's challenges. We can work to engage your family in the financial decision-making process. Opportunities to educate the younger generation are important, and we often facilitate family wealth discussions that may be difficult to initiate on your own.
CEPA®, CPWA®, CRPC™
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.
