Meaghan Anderson
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I take a consultative approach to gain a thorough understanding of your unique needs, and develop customized investment and planning strategies that leverage the firm's investment access, balance sheet and trust capabilities, while seeking to simplify your life and minimize tax impact.
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I take a consultative approach to gain a thorough understanding of your unique needs, and develop customized investment and planning strategies that leverage the firm's investment access, balance sheet and trust capabilities, while seeking to simplify your life and minimize tax impact.
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.
