We work with individuals and families, primarily focusing on the following three areas:
- Helping you exit your business.
- Helping you plan for retirement and helping to ensure your assets last throughout retirement.
- Helping you to pass on your assets to family, friends and/or charities.
In addition to these focuses, our team is well positioned to assist in other complex financial planning areas like:
- Lifetime Gifting & Legacy Planning
- Access to Fiduciary Trust Services at Bank of America
- Charitable Gifting Strategies
- Insurance Planning (long-term care, life insurance & disability insurance)
- Education Planning
- Banking Services & Solutions from Bank of America (checking, savings, credit cards & cash management solutions)
- Lending through Bank of America, N.A. (personal and business)
- Fiduciary Investment Advice through Merrill Investment Advisory Program
- Tax Efficient Management
- Concentrated Stock Strategies
- Stock Option Analysis
Please book an appointment to discuss next steps.
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.
Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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.
CIMA®, 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.
