Approach Every relationship begins with a conversation where we learn about who you are and what matters most to you. We will delve into your financial goals and obligations, set expectations, and design a customized financial plan to help you pursue your passions. Our team provides concierge service, and ongoing advice and guidance to help you make informed decisions regarding your financial health and wellness . Your approach to investing Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.Understanding your goals and priorities Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

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.