Regardless of your personal goals, I will work with you to develop a customized and tailored financial approach that will enable you pursue the goals that are important to you.

My primary measure of success is how well we prepare clients to pursue and attain their personal goals and priorities. By taking time to discuss your priorities and options we can present to you a road map that can help you achieve your goals.

I provide a premium level of service, guidance and education to individual, endowment and business clients. Keeping them informed on the flow of investment assets, the latest market trends and providing context such as to why the addition of Alternative investments to an asset allocation mix could help reduce the risk in a portfolio so clients can make investment decisions that are more in line with their long term investment objectives.

My approach to wealth management can be described as consultative and objective. By using financial planning analytical tools such as the personal wealth analysis (PWA), I am able to demonstrate the connection between client goals and investment approach to identify investment solutions from our Chief Investment Office (CIO) portfolio management team and third party managers that are aligned to the most current Tactical Asset Allocation recommendations from the Global Wealth and Investment Management Investment Strategy Committee.

I am focused on introducing the resources and capabilities of Merrill and Bank of America to clients so they can continue to grow their investments and businesses. The process often involves the use of trusts for succession planning, wealth transfer and wealth preservation strategies.

I work with businesses through all stages of their life cycle which may involve a private business sale , ensuring access to short-term and long term financing for capital expansion , equipment purchase and acquisition of new sites.


Peter Meme is a graduate of Rutgers University with B.A. in Economics.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

 

*Banking products and services provided by Bank of America, N.A.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.