Bernie DeVelle
Having over two decades of business management and client service experience, I am enthusiastic about client satisfaction, process efficiency, and personalized service. The core of my practice focuses on effective wealth management through financial planning, strategy implementation, and consistent reviews.
Health care in retirement, wealth transfer, trusts, insurance, charitable giving, estate planning services, business succession- these are just a few topics of concern that I have found to go unaddressed within financial plans. Navigating the regulated and ever-changing world of financial planning often proves to be time consuming, complex, and directionless, which places many in a state of near complacency.
Through Merrill, my Wealth Management practice is focused on helping to achieve the financial objectives of individuals, families, and business owners. By having a disciplined process, my clients can expect to receive a comprehensive financial analysis, strategy planning, sound recommendations, strategy implementation, and reviews with appropriate course corrections. Our service model uses a myriad of financial tools, vehicles, and specialists to help clients achieve the most optimized, cost effective, and tax efficient outcomes.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.
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.
