Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Why The Martinides Group at Merrill? Our team focuses on helping clients achieve their financial goals. We deliver customized strategies to clients' stated financial concerns & provide insight on issues they may have overlooked. Our distinctive process of planning, managing, and servicing provides significant value to clients.Who We Best Serve Our Team excels at supporting corporate executives, people transitioning into retirement, businesses, & business owners.We Advise in the Following Areas* Corporate Executive Services* Pre / Post Retirement Planning and Income Strategies* Business Owner Retirement Plans & Lending Strategies* Investment Management* Trust & Estate Planning Services
CIMA®, 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.
