We chose to be part of the financial services world to help others. Our passion to assist stems from collective and collaborative financial experiences—difficulties in which friends, families, and others have faced in the past. As witnesses to challenges faced by important people in our lives, we recognized the need for a professional and caring team to help individuals realize the life they want. Our purpose is to help you define your goals, establish a planning process centered on your priorities, and help guide you past the often inevitable changes life may bring.
It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.
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.
