The RL Group

Merrill Lynch Wealth Management

1040 Stony Hill Rd
Floor Fl 2
Yardley, PA 19067
(267) 757-1418
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We offer a range of institutional capabilities, customized solutions, insights and best practices to help maximize the value of your benefit plan and help to improve the financial wellness of your employees.
The RL Group
Merrill Lynch Wealth Management
Welcome

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.

Recognition
Omar Rasheed
Senior Vice President, Wealth Management Advisor
Financial Times "401 Top Retirement Plan Advisers", 2017
(Published on September 27, 2017. Rankings based on data as of Dec 31, 2016.)
Forbes "Best-in-State Wealth Advisors", 2018, 2021
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The RL Group
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Thursday, December 14th 2023| 2:00 PM EST
2024 Year Ahead Outlook

2024 YEAR AHEAD OUTLOOK: LOOKING TOWARD A NEW ERA OF GROWTH

The year 2023 started strong but events in Washington and around the world began to weigh on investors' minds. Chris Hyzy and expert panelists will explore where things may go from here and offer actionable portfolio ideas that clients could consider now to navigate emerging risks and opportunities.

Topics explored:
• Insights on the economy, markets and emerging investment themes
• Where earnings, interest rates and inflation could go next
• How heightened geopolitical risks might affect the market outlook
• Portfolio ideas and strategies

Our Host:
Chris Hyzy, Chief Investment Officer, Merrill and Bank of America Private Bank

Expert Panelists:
Aditya Bhave, Senior U.S. Economist, BofA Global Research
Joe Curtin, Head of CIO Portfolio Management, Chief Investment Office
Michael Hartnett, Chief Investment Strategist, BofA Global Research
Marci McGregor, Head of Portfolio Strategy, Chief Investment Office

Meet Our Team
Omar Rasheed,

CFP®, CIMA®, CKP®, CPFA™, CRPS™

Senior Vice President, Wealth Management Advisor
267.757.1418
Brian Leone,

CPFA™, CRPC™

Assistant Vice President, Senior Financial Advisor
267.757.1446
Zachary K Swol
Registered Wealth Management Client Associate
267.757.1402
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
Lucia Lee
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535353
About Merrill

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.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.