Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bank of America invites you to join us for a presentation on improving brain health, resulting in actionable deliverables on topics such as boosting memory and mood, reducing anxiety and depression, and improving sleep.
In the last three years, mental health has deteriorated for many. The rates of depression have skyrocketed from 8% three years ago to currently 33% of the US population. This dynamic presentation provides critical insights and surprising solutions to a crucial client concern: their own brain health and the brain health of their loved ones.
Registration is required, space is limited. Please RSVP wren-andre.giddarie@ml.com if you'd like to attend as our guest.
CEPA®, CFA®, CFP®, CPFA™
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.
