BBV Wealth Management Group
Welcome to The BBV Team - where your Beliefs, Balance, and Vision come first. Our name is more than just an acronym - it's a reflection of what drives our client relationships.
We take the time to understand what matters most to you, so your financial plan is rooted in your Beliefs. We prioritize Balance to support both your current lifestyle and future goals. And most importantly, we help bring your Vision to life - every step of the way.
Preserving Wealth and Establishing Legacy
- True wealth goes beyond assets - it's about values, legacy, and impact. Passing it on across generations takes more than planning; it takes intention, communication, and shared understanding.
How We Help
- We partner with your family to build a strategy that supports your long-term vision. This includes trust and estate planning strategies, tax-efficient giving, and preparing future generations through financial education.
Your Outcome
- A lasting legacy - with a shared sense of purpose and financial confidence for generations to come.
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 rel...
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.
