Bridge McSurely

Focus On – Liquidity Events and Sudden Wealth Creation

There are many areas of wealth management, and each comes with its own complexities. Our team has developed a strong focus on helping clients navigate liquidity events and sudden wealth creation. Common examples of these events are an IPO, an acquisition, the sale of a business, an inheritance, a bonus, or a significant payout from private investments. While these events can be exciting, they also create a significant amount of complexity, and how they are handled can have lasting effects. Clients going through these transitions are often faced with complex financial decisions, meaningful tax implications, and a lack of a clear long\-term plan. We work closely with clients to create a personalized long\-term strategy to help them preserve and grow what they worked so hard to make.

How I Work With Clients

I work with clients through every stage of life — from building wealth, to making it last through retirement, and then transferring it to the next generation. I focus on providing meaningful guidance and advice in the areas of: • Financial planning • Investment management • Tax strategy and planning • Private banking and lending through Bank of America • Trust and estate planning services

Who I Work With

**++Founders and Business Owners++** I work with founders and business owners whose personal and professional financial lives are closely connected. This often includes preparing for a liquidity event, managing growing cash flow needs, or building a long\-term strategy around the value they have created. Key areas of focus include: · Navigating the sale of a business, acquisition, or liquidity event · Managing business banking, liquidity, and cash management · Coordinating employee benefits and retirement planning \*\*++Corporate Executives++\*\*I advise executives and senior employees whose wealth is increasingly tied to equity compensation and company performance. These situations often create both opportunity and complexity. Key areas of focus include: · Navigating stock options, RSUs, and concentrated stock positions · Planning around trading windows, 10b5\-1 plans, and liquidity events · Coordinating tax planning around equity compensation \*\*++Senior Financial Professionals++\*\*I work with professionals whose compensation structures can be complex and highly variable, including carried interest, K\-1 income, bonuses, private investments, and deferred compensation. Key areas of focus include: · Managing liquidity outside of private investments · Planning around irregular and event\-driven income · Navigating compliance considerations and financial complexity \*\*++Multigenerational Wealth++\*\*I work with individuals and families focused on preserving wealth across generations and preparing future family members to manage it responsibly. Key areas of focus include: · Coordinating estate and wealth transfer planning across generations · Creating structure around trusts, investments, and family goals · Educating younger generations on financial stewardship and responsibility

My Approach

I believe there has long since been a disconnect between what is in clients' best interests and what financial professionals provide. I built my wealth management practice around delivering advice that is aligned with my clients' best interests and building long\-term relationships rooted in trust. I focus on providing every client with a high level of personal service, backed by expertise in financial planning and investments, as well as the extensive resources and capabilities of Bank of America and Merrill Lynch Wealth Management.

More About Me

I graduated from Providence College with a degree in Finance and a concentration in Economics. Having a strong interest in the markets and a desire to help people, I joined the Wealth Management industry, which has become my life work and passion. My Chartered Retirement Planning Counselor™ designation helps me guide clients as they prepare for retirement and plan the legacy they hope to leave behind. Outside of my professional role, I enjoy exercising, golf, spending time with family and friends, and staying involved in his community through philanthropy and his alumni networks at Boston College High School and Providence College.

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