What are you accomplishing—or hope to accomplish—with your wealth? Will you be able to support your children’s educational funding and aspirations? Are you prepared to deal with the challenge of meeting both a lifestyle and retirement income strategy? We believe that a key to growing and holding onto sustainable income begins with understanding the risks and rewards of creating a long-term plan that can help you meet your goals. And that process begins with an uncompromising conversation, an activity we expect to eventually turn into a collaboration. Our initial objective is to help you organize your financial life, whether your aim ranges from growth and wealth preservation to succession planning and wealth transfer. We’ll collaborate with you by helping you build a framework that begins with our understanding your immediate family and financial situation. With that information, combined with our ability to draw on an extensive array of Bank of America and Merrill specialists, we have the tools that can help you identify and address personal and professional goals, manage risk, and reduce vulnerability to market fluctuations. Fortunately, we are a team that will work tirelessly to help you pursue your goals through highly personalized wealth planning strategies. Whether you want to build or expand a business, pursue a passion or create a legacy for your family and future generations, contact us at your convenience. It helps to have the BBV team at your side.
Being there when hard decisions have to be made…being there when the markets are moving this way and that…being there when a client wants to chat, have a meeting, take in a seminar or a special event…being there for a client who's become an investor and a friend…being there defines a working, caring relationship with our entire team…being there means when you need the BBV team the most, we'll be there.
Our financial philosophy is built around relationships…being there to help clients work through the wealth cycle of accumulation, preservation and distribution…being there to truly learn about each client and what each client is hoping to accomplish…being there to conduct reviews and recommend adjustments aimed at dealing with changing conditions and client circumstances…being there as the size, diversity and complexity of the challenges clients face increase…which is why we believe you need to engage financial advisors like us who work to better understand your needs and objectives. Our philosophy encompasses our entire, diversified client base, working to optimize your portfolio so family members may be provided for during and after your lifetime.
Being there means staying in close contact with you, working to anticipate your financial needs…being there means making recommendations that align with your individual strategy…and being there means we are prepared to bring our dedicated philosophy—being there—to your assets in accordance with the values and principles you believe in.
We want to be there for you.
At Merrill, we are here to help you make thoughtful decisions about your financial strategy. That's why we invite you to join us for an informative discussion about current market trends and other relevant topics.
Our next event will be on Thursday, January 16th, 2025 at 8:00 AM CT.
To join the virtual event, please register here.
To better guide the discussion, feel free to send questions / topics of interest here.
CIMA®, CRPC™
CDFA®, CEPA®, CPFA®
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.
