Our team shares a common objective: to help you pursue meaningful financial goals. We can help you create a personalized plan by understanding your risk tolerance, time horizon, and liquidity needs, and goals such as funding your children’s education, helping ensure income lasts in retirement and planning for health care costs. The team can also assist with potential solutions for transferring wealth to the younger generation. Everything we do takes into account your own perspectives and priorities. Our planning process is designed to provide customized, consistent experiences that go beyond wealth management to help address your life priorities.
It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.
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.
