At Merrill we are proud to be a team of experienced international advisors entrusted with assets for our esteemed ultra-high net worth families and individuals. Our team understands both the complexities and opportunities that significant wealth presents and focus on delivering bespoke wealth planning and structuring potential solutions tailored to our clients’ specific needs with deeper understanding of cross border planning. Our mission is to provide comprehensive forward thinking solutions that preserve, grow, and transition wealth across generations. Backed by the resources of our world class research team, we are committed to offering personalized experience that aligns with our clients’ financial goals and value.
*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.
As a team of experienced professionals, we believe that financial planning should be as dynamic and diverse as the clients we serve. Our philosophy centers around understanding the unique financial goals, lifestyles, and challenges of each client, whether they are based domestically or internationally. Our team strives to build long term relationships grounded in trust, transparency, and a deep commitment to our client's financial wellbeing. Our approach is proactive and personalized, helping to ensure that we not only meet our clients' needs today but anticipate the opportunities and challenges for tomorrow.Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect our clients' aspirations for themselves and current and future generations of their family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion, and perspective can help simplify our client's financial life.
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.
