The Shannon Reichman Baize Group

The Shannon Reichman Baize Group is part of Merrill Lynch Wealth Management. The team works with high-net-worth clients, to help preserve, grow and sustain their desired lifestyle through retirement. The group recognizes that constructing efficient wealth plans will give clients confidence in their future. Part of our team’s capabilities is the ability to offer thorough advice to institutional clients. Merrill Institutional Consultants are part of a select group of highly qualified and credentialed professionals focused on delivering in-depth insights, best practices and customized investment strategies to nonprofit organizations, foundations, endowments, and corporate retirement and pension plans. The Shannon Reichman Baize Group has an administrative staff that joins them in their commitment to deliver the highest level of service and integrity. Client relationships are leveraged through a wide range of preferred products and services through Merrill Lynch Wealth Management and the banking convenience of Bank of America, N.A. The team appreciates the trust that is placed with them and conducts timely reviews and proactive discussions on current economic and social issues. Merrill Institutional Consulting™ (MIC) is part of the Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation ("BofA Corp"), and offers products and services for the benefit of institutional and ultra-high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or Merrill) who can provide brokerage or investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’ obligations will differ depending upon the products and services actually provided. Banking products, services, and activities are offered by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation. MLPF&S is a dually registered broker‐dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.