Our team offers a wide range of advice, guidance, and potential solutions for individuals, families and businesses. Bringing decades of experience and industry-leading certifications, we draw on the immense resources of Bank of America and the world-class research of Merrill Lynch Wealth Management to offer customized insights, perspectives and strategies designed to help you and your family lead the lives you want.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, our focus is on the issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.