We are committed to helping you create a thriving, purposeful life by:* Producing clarity, confidence, and comfort from your wealth plans and* Bringing meaning, impact, and generosity to your money
*Pictured in the photo left to right: The Gabriel Group alongside two trusted Merrill partners - Perry J. LeBlanc III and The Wiley Group led by Buck Wiley, CIMA®
Do any of these situations describe you?
INDIVIDUALS, FAMILIES AND BUSINESSES
- Are you a business owner committed to maximizing the positive impact of your company now and ensuring that your legacy continues through purposeful, productive transition planning and exit strategies?
- Are you a corporate executive or partner in a professional firm considering how to optimize your resources and benefits to strengthen the loved ones and causes you care about?
- Are you a successful artist, entertainer, athlete, inventor, faith leader, policy expert, or academic seeking to align your finances with your values and interests?
- Are you an individual or family concerned about solidifying your legacy and supporting charitable and philanthropic causes in purposeful and productive ways?
PROFESSIONAL ADVISORS
- Are you a professional advisor serving clients who prioritize giving among their financial goals?
NONPROFIT ORGANIZATIONS
- Are you a nonprofit executive or board member looking to better steward your resources while raising more money for your cause?
If so, it would be our honor to offer you the unique capabilities of our team and network of trusted partners and resources within Merrill and Bank of America.
CIMA®, CPFA®
CEPA®, CFP®
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.
