Mike Lilley
| Most people I meet are asking similar questions: Am I paying more in taxes than necessary? Will my retirement income last? Am I taking the right level of risk? Is everything working together the way it should? My role is to help bring clarity and coordination to those decisions. By understanding your complete financial picture, I can help develop strategies that integrate investments, retirement planning, tax considerations, lending solutions, and estate planning concerns. Through Merrill and Bank of America resources, I help clients save time, preserve and grow wealth, and reduce financial stress so they can focus on what matters most. |
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For more than 26 years, I have helped individuals and families navigate important financial decisions through changing markets, economic cycles, and life transitions. My experience is rooted in financial planning, helping clients look beyond individual accounts and focus on how all aspects of their financial life work together.
I believe successful financial planning starts with listening.
Before discussing investments or strategies, I take time to understand what is important to you, what concerns you may have, and what you want your wealth to accomplish for yourself and your family. From there, we develop a personalized approach designed to adapt as your goals and circumstances evolve.
Through Merrill and Bank of America, I can provide access to a broad range of resources and specialists, helping coordinate investment management, retirement planning, banking, lending, estate considerations, trust services, and other complex financial needs. The goal is not simply to manage investments, but to help clients make more informed decisions with greater confidence.
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Join us for a brief April Market Update where we'll cut through the headlines and focus on what's actually moving markets today. We'll cover key trends shaping ...
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.
