Lynes & Associates
Q. What makes Lynes & Associates so special?
A. Merrill Lynch has been leading the wealth management business for more than a century, and we believe this experience gives us a prospective few in the industry can match. We have guided and advised our clients through prosperous and difficult economic times with one goal in mind; putting our client’s interest first. One big reason why Lynes & Associates is helping our clients achieve so much is because of the time and intellectual capital Merrill Lynch allocates to due diligence and research on an array of investment options and strategies.
Q. I am concerned about account fees. How are the Financial Advisors on your team compensated?
A. Basically we are compensated on the results our clients experience. We also have strategies that can help reduce account fees and we are mindful of the potention expenses of taxation.
Q. I have been investing in stocks, bonds and various mutual funds for many years. Does Lynes & Associates understand and work with other types of investments?
A. We do. Portfolios that are solely dependent on traditional stocks, bonds and cash may not always meet the changing needs and expectations of our clients. As a "Qualified Investor" we can introduce you to Alternative Investments that typically pursue investment strategies that are not broadly permitted or exercised in traditional formats.
Q. Can your team help us with financing a new home, refinancing our current residence and home equity loans?
A. This is a key component to achieving your financial goals. Bank of America has many types of home and commercial loans that can help you manage your cash flow.
Q. Does Lynes & Associates offer Trust services?
A. Yes. We work with Bank of America Private Bank. Distinctive capabilities include helping clients preserve and transfer nonfinancial assets like Real Estate, Private business, and Farm and Ranch Land.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
*Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of Bank of America Corporation ("BofA Corp.").
CFP®, CRPC™
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.
