In life, the financial decisions you make can often have a cascading effect – impacting you, your family, your business and even the greater community. We understand the nuances of these challenges and can help give you the insight you need to navigate important conversations and make more informed decisions.
Entrepreneurs, corporate executives, and stewards of generational wealth require a deeper level of specialized knowledge, support, and service.Opportunities unexpectedly appear and sudden obstacles need to be carefully navigated. Together with our clients and their trusted tax and legal professionals, we can draw upon research and insights as well as the guidance of a team of Merrill and Bank of America specialists as the need arises.Wealth Strategists work with you on building out and stress testing specific components of your plan.Trust and philanthropy specialists help amplify the lasting impact of your wealth.Alternative Investment and credit specialists to help mitigate risk and take advantage of new opportunities.Business succession planners and investment bankers to help monetize and transition your family business.*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.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
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.
