After a successful medical career, Dr. Chris Stout hopes to retire early to devote more time to his volunteer activities as director of the Center for Global Initiatives. Equally important to him are his family responsibilities—making sure that he can pay for his children's college education and care for his elderly mother. It's a classic Sandwich Generation dilemma.
"The kinds of things that keep me up at night are things that have direct impact on myself, my mother and my family," he says. Helping him find a way to balance these financial responsibilities is his Merrill Lynch Financial Advisor, Ismat Khimani. "Seeing Chris, who is doing so much for his family yet finds the time for the needs of others, is inspiring for me," she says.
Connect with an advisor and start a conversation about your goals.
Give us a call at
9am - 9pm EST, Monday - Friday
Case studies are intended to illustrate brokerage and banking products and services available at Merrill Lynch. You should not consider these as an endorsement of Merrill Lynch as an investment adviser or as a testimonial about a client's experiences with us as an investment adviser. Case Studies do not necessarily represent the experiences of other clients, nor do they indicate future performance. Investment results may vary. The investment strategies discussed are not appropriate for every investor and should be considered given a person's investment objectives, financial situation and particular needs. Clients should review with their Merrill Lynch Financial Advisor the terms, conditions and risks involved with specific products and services.
Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
Merrill Lynch, Pierce, Fenner & Smith Incorporated offers a broad range of brokerage, investment advisory (including financial planning), banking, trust, mortgage and other financial services and products. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services. It is important to understand our services, including fees and rights and obligations of parties, particularly when determining which products and services you should select. The investment strategies presented are not appropriate for every investor. Individual clients should review with their Merrill Lynch Financial Advisors the terms and conditions and risks involved with specific products or services.