For more than two decades, we’ve been serving the complex wealth management needs of a limited number of clients like you, whose sophistication demands a superior level of wealth management. Residing in states across the country and at all stages of the wealth continuum, many of our clients do not have the time to research, develop, and review their financial plans regularly. As a result, they turn to us to help simplify their financial lives and create customized wealth management strategies aligned with their financial objectives.We are available to lend our experience to members of your extended family.   From working with adolescents to adult children, we identify and outline wise habits that will help ensure their financial success.   With access to industry insights, resources and research from The Merrill Center for Family Wealth, we can facilitate ongoing conversations to prepare your family to live with the values and wealth you leave behind. Our tenure in the industry gives us the knowledge and experience to support you through various economic climates, help you remove the emotions associated with your finances, and guide you to make smart decisions focused on your goals. We will always make ourselves available to you, savoring the opportunity to stay apprised of changing conditions in your life.  Supported by a dedicated team, we’re all equally committed to providing attentive and personalized service to foster an environment of warmth and compassion. Working together, we can provide you with access to strategic professionals from across Merrill and Bank of America banking services to craft comprehensive strategies to help address all your wealth management needs, including investment and commercial banking, lending, mergers and acquisitions, estate planning strategies, intergenerational wealth, philanthropy and more.