Communication is instrumental in managing life's challenges. Our financial advisors, for example, can work to engage your family in the financial decision-making process. But communicating openly with family members on the sometimes-difficult topic of finances can be a challenge. We can help facilitate these discussions and offer opportunities to help educate the younger generation about how assets may be invested.
CFP®, 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.