Our mission is to help clients preserve and grow their capital over multiple generations. We accomplish our goal by building relationships that are based upon trust and by providing sound professional advice and impeccable service. We are committed to understanding the challenges clients face and delivering the full capabilities and resources of our company to help them meet those challenges. The powerful combination of Merrill and Bank of America allow us to deliver extensive wealth management to help our clients achieve their goals. By working closely with our client’s attorney and accountant, our customized strategies span the complete range of asset management, retirement planning, estate planning options, credit strategies, insurance, and access to banking services through Bank of America, N.A.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.