Our team has a long and distinguished history in wealth management and investment consulting at Merrill. We work with foundations, endowments, affluent families, corporate executives and successful business owners who value a holistic approach designed to simplify their complex financial situations. We work with clients to help them achieve their objectives through a combination of strategic planning and prudent investing. In addition to delivering financial and investment advice, we work with clients’ attorneys, CPAs and other advisors to address issues such as tax management, estate planning and philanthropic strategies.
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.
CPWA®, SE-AWMA™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
