Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
During this event, Marci McGregor, Head of CIO Market Strategy will discuss:
- Areas of high conviction and trends the CIO believes could prevail throughout 2025 and into 2026.
- What the CIO expect...
During this event, Sharon Oberlander and Andy Timmerwilke will discuss:
- Managing day-to-day expenses
- Building an emergency fund
- Renting vs. buying
- Managing student loans & other debt
[R...
During this event, Felix Tran will discuss:
- The impact of the innovation waves speeding up
- How Artificial Intelligence could power the next productivity boom
- 2025 vs. 2030
To Register for th...
CEPA®, CIMA®, CPFA®, CRPC™
CPWA®, CRPC™
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.
