Among the reasons our team chose to become Merrill financial advisors is our passion for helping familiarize wealthy individuals about investing on a higher level. As financial advisors, one of the most important opportunities we can offer is to help you understand the markets and our financial planning approach. Even more importantly, the team can help you identify your life priorities and understand the impact they can have on your overall plan. As Merrill financial advisors, our advice is guided by a strong focus on your goals and priorities.
It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.
A culture of philanthropy is critical to any nonprofits' fundraising efforts. It means more than just simply doing more fundraising and donors giving more money. It requires a keen awareness of everyone's role – from board members, volunteers, to staff – in promoting the organization's mission and cultivating current and prospective donors.
Join Bank of America's Philanthropic Strategist, Eric Weinheimer, who will discuss insights and practical ideas about how nonprofits can leverage their resources, educate and guide their stakeholders to be effective ambassadors, and build a culture of philanthropy that helps to scale up fundraising. This conversation on building a culture of philanthropy will interest nonprofit leaders, senior staff, board members, and philanthropists.
Lunch provided.
CFP®, CPFA™, CSRIC®
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.
