At Merrill, we firmly believe in forging strong relationships with our clients, ensuring their financial goals are understood and met with unwavering dedication.
Our approach to assisting you in achieving your aspirations begins with a close collaboration, where we take the time to thoroughly comprehend what truly matters to you and your family. Our objective is to instill a sense of reassurance, knowing that your investments are being diligently overseen by a trusted advisor who empathizes with your unique requirements.
We maintain regular communication with you throughout every stage of your life, offering guidance, addressing inquiries, and providing advice when needed. We pride ourselves on being accessible and responsive, ensuring you feel supported and informed as we navigate your financial journey together.
Before choosing an advisor, we encourage you to consider the following questions:
- What types of clients do you typically work with, and do they share similar financial circumstances as mine?
- What is your track record in delivering successful outcomes for your clients?
- How frequently can I expect to collaborate with you, and what is the nature of our working relationship?
- In what ways can you assist me in staying on track as I pursue my financial goals? How will you assess if I am making progress?
- Do you offer investment options that align with my personal values and beliefs?
- How do you handle volatile market conditions, and will you proactively communicate with me during such times?
- Can you provide clarity on the cost structure of your services, ensuring transparency and understanding?
We kindly invite you to connect with us if:
✱ You seek the expertise of a thoughtful and dynamic advisor who puts your needs first. ✱ Recent changes in your financial situation, such as marital status, career moves, or an inheritance, necessitate professional guidance.
✱ You would like to receive periodic updates on our financial outlook, gaining valuable insights into the current market landscape.
To get in touch, please feel free to reach us at ☎ 704-339-2166 or ✉ richard.sterling@ml.com. We eagerly await the opportunity to discuss your unique financial circumstances and explore how we can help you achieve lasting financial success.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
