Changes in life can require changes to your investment approach. Whether it’s a small or significant event, what was right for you at one time may not be right at another time. As your Merrill advisor I can offer you the resources, investment choices and strategies—along with access to banking services such as customized lending and credit from Bank of America—that can help you position yourself for the retirement lifestyle you desire.
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.
