Our mission is to get you on the fast track to achieving your goals.  We use frequent dialogue and personal meetings to review their goals as their needs change. We utilize our experience to adjust the plan according to the clients’ life changes as well as changes in the markets.

To implement that plan, we apply the depth and wisdom of Merrill’s research as the basis of our recommendations. We employ customized financial strategies such as proprietary stock portfolios, bond ladders, alternative investments, mutual fund portfolios, and Index/ETF models, where needed.



*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.