We are a goals based wealth management advisory team who values personal relationships and offers individualized recommendations to complex financial issues facing the clients we serve today. Every relationship begins by assisting clients to identify their investment personality, financial goals, and life priorities. We believe in asking the right questions around family, health, leisure, home, work, and finances.
The clients we serve range from individuals to foundations and businesses not just geographically concentrated in Florida, but in cities and towns across the country. With offices in Sarasota and Bradenton Florida, our team is designed to deliver a customized experience that goes beyond portfolio management. We are committed to your client service experience and satisfaction.
We understand the responsibility our relationship with you carries—to help you achieve the goals that matter most to you. The process begins with a conversation, building a foundation that allows us to understand your priorities, risk tolerance, time horizon, liquidity needs, goals and unique concerns. A disciplined investment approach is then offered, providing you with access to the investment insights of Merrill, the trust and fiduciary services from Bank of America Private Bank and the credit and lending solutions of Bank of America. As your life and the markets change, we will meet to track progress and adjust your approach as necessary.
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.
