Magee, Stanford & Associates
Magee, Stanford & Associates was founded with the distinct vision to combine the vast resources of one of the world's most prestigious wealth management firms with the intimacy and personal service of a boutique. Our group consists of professionals with over 100 years of industry experience who take a hands-on approach to investment guidance and planning. Our combined industry experience allows us to assist high net worth families and organizations with all their financial needs.
The first priority of our team is to get a complete understanding of your unique situation. This allows us to draw upon the breadth and depth of Merrill and Bank of America to bring you the right recommendations at the right time. Our array of strategies, combined with our commitment to understanding what matters most to you, creates the framework for us to play a key role in pursuing your life's goals.
Throughout your financial journey, we stay focused on where you want to go and advise you how to get there by following a disciplined and holistic approach to wealth management. We believe that this process, when followed, creates the best opportunity for your success.
It is important that our clients understand the high level of commitment we have in providing them with exceptional advice and service. It is, after all, our promise to offer you a dedicated, highly skilled financial team that takes the time to fully understand who you are and what matters most to you that makes Magee, Stanford & Associates an essential resource for life.
Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
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.
