OFFERING A REFINED FORM OF FINANCIAL INSIGHT
Since 1998, The SMS Group at Merrill Lynch Wealth Management has offered successful corporate executives, entrepreneurs, affluent families and retirees a variety of customized and innovative strategies to help them manage their financial lives. Our approach is designed to help families prepare and enjoy their financial future.
PROVIDING HIGHLY RESPONSIVE CLIENT SERVICE
Our goal is to offer a quality service experience that clients and their children will value now and into the future. Frequency of meetings and client communication are individually tailored. We utilize this opportunity to review financial outlook, progress to goals and discuss appropriate strategy-based recommendations.
ACCESSING AN EXCEPTIONAL ARRAY OF FINANCIAL SERVICES
The SMS Group connects clients to the global investing insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America. The resources our team has access to are broad and deep.
In 1914, Charles Merrill said, "The interests of our customers must come first." That's a commitment that we still honor today. Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill, and with access to the credit and lending capabilities of Bank of America, services are available that can help you address virtually every financial challenge you face.
CKP®, CPFA®, CRPC™
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.
