The 712 Investment Group is a 21 person wealth management group operating under the umbrella of Merrill Lynch Wealth Management, a division of Bank of America Corporation. While our founding partners’ roots at Merrill date back to the mid 1980’s, the 712 Investment Group was formally organized in 1992 at 712 Fifth Avenue in New York City. With six partners and fifteen supporting associates and specialists, our bi-coastal team has offices strategically located in Midtown Manhattan, the San Francisco Bay area, and Charleston, SC. We accept new clients via personal recommendations from existing clients. Our team is named to Forbes "America's Top Wealth Management Teams High Net Worth" list for 2 consecutive years (2022-2023) (Published annually in November. Rankings based on data as of September 30 of current year.)
Forbes “America’s Top Wealth Management Teams High Net Worth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
We start by listening to you to gain a deep understanding of the moving parts of your financial life. Recognizing the concerns that can affect your family and finances — today and in the future — can put us in a better position to help you develop a wealth management strategy uniquely tailored to your circumstances.With this understanding, together with an overview of your financial life (income, assets, titling, taxes) we will develop a plan tailored to your goals, liquidity needs, values, time horizon, and risk tolerance.### The customizable strategies we build address a wide range of needs:* Investment and retirement income planning* Estate planning services and wealth transfer strategies* Philanthropic and charitable giving strategies* Education funding* Lending (Mortgage - NMLS #247463, Securities Based Loans, Custom Financing)* Insurance and annuities
CFP®, CPWA®, CRPC™
CFP®, CIMA®, CPFA®
CFP®, CPFA®
AAMS™
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.
