We take the time to get to know you as an individual, as well as an investor and client—and we value the relationship developed with you. We will collaborate with you to help you identify and understand your primary financial goals, and then agree upon an investment and planning approach designed to help you pursue each of your most meaningful goals. Your Merrill advisor is your financial ally, not just for you, but for each succeeding generation.
We place you, the investor, directly at the center of our approach to wealth management—while maintaining a market focus. We work to help you through difficult financial transitions and decisions that may occur in your life. The process begins with a one-on-one conversation, building a foundation designed to help us understand your risk tolerance, time horizon, liquidity needs, priorities and unique financial concerns. From there, a customized investment approach is designed for you, drawing upon the investment insights of Merrill as well as providing access to the banking capabilities of Bank of America. As your needs and the markets change, we will meet to track and adjust your plan, as necessary.
CPFA™
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.
