The AS Group

Merrill Lynch Wealth Management

225 Liberty Street
Floor 41
New York, NY 10281
(212) 284-5629
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Our team works with clients, particularly European immigrants in the United States with complex tax situations, to help achieve their financial goals through a comprehensive global goals-based wealth management approach.
The AS Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Anne de Louvigny Stone
Senior Vice President, International Wealth Advisor
Forbes "Best-in-State Women Wealth Advisors Ranking", 2022-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
About Us
Value Proposition
Our team works with clients, particularly European immigrants in the United States with complex tax situations, to achieve their financial goals through a comprehensive global goals-based wealth management approach.
  • Comprehensive Private Wealth Analysis.
  • Management of multi-currency investment accounts (European equity portfolios in Euros and GBP in particular, laddered corporate international bond portfolios…).
  • Through Bank of America Private Bank(formerly U.S. Trust), Trust & Estate Planning Services for Multi-Jurisdictional Families.
  • Wealth Transfer Planning.
  • Concentrated Stock Diversification Strategies.
  • Servicing of Business Owners/Founders across the Bank of America Enterprise (Small Business Banking, Commercial Banking, Corporate Banking, Capital Markets).
  • Through Bank of America, Lending & Home Financing Services.
  • Custom Lending Solutions.
  • Art Lending.
  • Insurance Solutions.
  • Retirement Plan Services.
  • Personalized and custom managed portfolio strategies.
  • Next generation education savings plans.
  • Pre-immigration planning & Wealth Structuring Services.
**Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.*

Meet Our Team
Anne de Louvigny Stone
Senior Vice President, International Wealth Advisor
212.284.5629
Chloe Jacques,

CPWA®

Assistant Vice President, Wealth Management Associate
212.284.5602
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Juan Morales
Wealth Management Banking Specialist
Merrill
Jarad Barbera
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #642133
Christopher Degnan
Associate Retirement Specialist
Bank of America, N.A.
About Merrill

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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.