Steffens, Lane, and Braswell Team
You need an advisor who communicates with you. From listening to your goals, aspirations and concerns to keeping you informed throughout the relationship, your comfort with the communication provided to you is of utmost importance to the team.
The process begins by listening and learning about you. Using Merrill’s Investment Personality Assessment you will have an opportunity to express how you think and feel about investing. Whether transferring wealth to the next generation, planning for education or retirement or pursuing your life’s passion, the insight gained from the assessment enables the creation of a strategy tailored to your preferences and associated life priorities; a financial roadmap aligned to what matters most to you.
Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you're accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.
CFP®, CPFA®, CRPC™
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.
