We place you, the investor, directly at the center of our approach to wealth management—while maintaining a market focus. We work to help you through difficult financial transitions and decisions that may occur in your life. The process begins with a one-on-one conversation, building a foundation designed to help us understand your risk tolerance, time horizon, liquidity needs, priorities and unique financial concerns. From there, a customized investment approach is designed for you, drawing upon the investment insights of Merrill as well as providing access to the banking capabilities of Bank of America. As your needs and the markets change, we will meet to track and adjust your plan, as necessary.
You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.
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.
