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Michael Lilley
,

Vice President, Wealth Management Advisor
NMLS #577970

75 Port City Lndg
Mount Pleasant, SC 29464
843.800.6802
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Everything we do for clients is focused on saving them time, safeguarding their wealth, and securing their financial well-being. We add value by providing direct access, to an experienced group of internal specialists, and a one-stop shop platform. Our goal is to be the most important professional relationship of our clients' lives.
Profile

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 that are cost efficient, tax efficient, and transparent.

About Me
Personalized Wealth Analysis

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, I can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

  • How strong is your financial plan on a scale of 1-10?

  • If you'd like a road map for evaluating on your own, click the red Get in touch box and we will send you our free 10 point financial checklist.

  • If you'd like us to evaluate it with you, click the red Get in touch box to schedule a risk free/no obligation review with our team.

    We are here to help.

Meet Our Professional Staff
Dawson Shirley
Registered Wealth Management Client Associate
843.800.6988
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.
Madison Montemayor
Wealth Management Banking Specialist
Merrill
Louis Li
Alternative Investments Sales Desk Specialist
Bank of America, N.A.
Deborah S Smith
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #505114
Thursday, July 18th 2024| 2:00 PM ET
Bridge to a more bullish future?

Concise, conversational, actionable: In just 15 minutes, our strategists offer their insights on the markets at midyear and ways you can prepare for the potential opportunities and risks ahead.

Topics explored:

  • Is an interest rate cut still in the cards for 2024?
  • What the U.S. election could mean for the markets
  • Large cap vs. small cap? Equities vs. fixed income? U.S. vs. global?
  • How artificial intelligence and other innovations could reshape the markets
Wednesday, June 26th 2024| 2:00 PM EST
How to Help Avoid Another Lost Decade inEquities

Join me as Rich Bernstein Advisors presents their view of the current investment landscape.

Topics will include:

  • Why has performance lagged?
  • Should we give up on international stock investing?
  • Why not just buy an ETF instead of active portfolio management?
  • Isn't it different this time?

Host
Mike Lilley, CRPC™, CFP®
Vice President
Senior Financial Advisor

Panelist
Evan Zlotnick
Portfolio Specialist
Rich Bernstein Advisors

Thursday, May 2nd 2024
Looking Forward to a New Era of Growth

Please join Merrill for a discussion with our top industry experts who will discuss how this year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navitgate today's new market landscape, and an open Q&A so you can ask questions that are important to you.

Topics will include:

  • What a potentioal recession could mean for the markets.
  • Dealing with iflation, volatility and other investment risks.
  • Portfolio strategies and opportunities to consider now.

Speaker
Savita Subramanlan
Managing Director: Head of U.S. Equity and Quantitative Strategy
Bank of America Global Research

Host
Steven Alch
Managing Director, MWM South East Division Executive, Merrill

Wednesday, May 15th 2024| 11:00 A.M. ET
Blue Owl Thematic Call with Doug Ostrover

https://bofa.veracast.com/webcasts/bofa/ISGAI/idRU52P7.cfm

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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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 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.
Michael Lilley is registered to do business in AZ, CA, CT, DC, DE, FL, KS, LA, MA, MD, ME, MN, NC, NJ, NY, PA, SC, TX, UT, VT.