Our mission is to empower our clients to achieve financial freedom through personalized, holistic wealth management solutions. We are committed to building lasting relationships grounded in trust, integrity, and exceptional service. By understanding our clients’ unique goals, we design strategies that safeguard their assets, grow their wealth, and provide peace of mind for generations to come. Together, we navigate the complexities of financial planning, investment, and legacy, focusing on achieving the aspirations that matter most.
Merrill's 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.
Join us for a review of the Chief Investment Office Viewpoint report. The Frank, Finney, Mohler, Browne Group, together with Robert Romano, Managing Director, Head of UHNW and Capital Markets Investor...
CIMA®, CPFA®, CPWA®
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.
