Brennan, Dill & Associates

Services

Our process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one\-on\-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Clients We Serve

In 1914, Charles Merrill said, "The interests of our customers must come first." It is our feeling that he would be gratified to see the premium we place on our commitment to clients. We have profound respect for our clients – good people who have earned their wealth in different ways – and come to us with distinct financial perspectives. We serve clients that are building wealth, successful careers, expanding a business, nearing retirement or anticipating a liquidity event. Our goal is to provide consistent value through each stage of life. When helpful, we also conduct family meetings to discuss matters of estate planning, business succession, or the support of a special needs child or elderly parent. It is our responsibility to provide specific strategies that directly address the needs and nuances of our clients' lives.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~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](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition