As Merrill Senior Financial Advisors, our goal is to build long-term relationships with clients who rely on us for advanced financial planning strategies. We do this by working to help define and understand our clients' financial needs and aspirations. Once we help our clients define those needs and aspirations we help them develop a plan to achieve those goals using our financial modeling and analytics tools. Our dynamic planning process evolves as our clients lives evolve. We use a number of financial strategies to provide for the different stages of life and their unique demands while we stay at the forefront of the ever-changing financial planning landscape. From growth strategies to tax and estate planning strategies, we help with every step. Our areas of emphasis are tax efficiency, retirement planning, retirement income strategies, legacy and estate planning strategies, investment management and developing financial strategies for families with special needs children. We focus on finding retirement income strategies to help plan for, generate and manage the income clients need to realize a comfortable retirement.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Our team focuses on helping individuals, families, and businesses achieve complex goals covering all aspects of their financial lives. Our robust planning process helps our clients leverage their time, resources, and knowledge to live fuller lives and create better experiences. In short, we love working with normal people, who strive for an abnormal level of success.
We maintain a disciplined, rules-based, data driven investment process and submit that wealth is created purposefully and over time. We construct strategies utilizing research and insights from Merrill Lynch Wealth Management, and a network of other resources at our disposal. Regardless of where a potential solution originates, we see it as our professional responsibility to bring the very best ideas to our clients. These strategies can often address retirement planning, concentrated stock positions, risk management, and tax minimization. Our team also assist clients with advanced estate planning services, wealth transfer, and philanthropy. We're here to help you maximize your financial opportunities at each transition point in life.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. 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, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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.
