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WEALTH MANAGEMENT FOR

Sports & Entertainment Professionals

You've worked hard to get where you are. Merrill can help you manage your financial life and the unique opportunities that come with it. Let's start a conversation.


Our Approach

Don Plaus Headshot

“Sports and entertainment professionals  often face unique financial challenges — from sudden wealth, to uneven or multiple  income streams, to unknown career spans.  We understand those challenges.

 

That’s why, in partnership with the College for Financial Planning – A Kaplan Company, we developed The Sports & Entertainment Accredited Wealth Management AdvisorSM Program. This is a first-of-its-kind professional designation 1 from an accredited college that is designed to provide advisors with the training and knowledge to help these high-net-worth clients grow, preserve, and transfer their wealth.”

— Don Plaus, Managing Director Head of Merrill Private Wealth Management

Our knowledgeable Sports & Entertainment Advisors can help support your financial life and livelihood by drawing on the broad investing resources of Merrill and providing access to the banking capabilities of Bank of America. Working with our team can allow you to focus on what you do best and enjoy the rewards of your hard work.

 

Let us help you:

  • With personalized investment strategies
  • Address unpredictable and/or large, sporadic income streams
  • With tax minimization strategies
  • Manage your everyday cash and access liquidity
  • By providing access to Bank of America for your lending needs
  • Plan for a fulfilling retirement
  • Give back to your loved ones and your community
  • Preserve your income and assets


Services

Everyday cash management

We can help with planning for your income and cash flow needs, including expense management and budgeting.

Banking benefits from Bank of America

Access fully integrated banking — meaning that your savings, checking and credit cards work together. Plus, receive preferred rates on money market and savings accounts.

Access to lending solutions from Bank of America

Realize borrowing power to fund your needs, from buying a vacation home to funding unexpected opportunities. (i.e., home financing, home equity line of credit, securities-based lending, customized lending, custom mortgages).

Retirement planning

We’ll help you plan for the retirement you want by evaluating your situation, priorities and goals, and creating a personalized retirement income strategy.

Income and asset preservation

Thoughtful planning and insurance solutions that can help protect the things you care most about —your family, business and assets.

Tax minimization strategies

We can work closely with your tax and legal professionals to offer tax minimization strategies to help address complex tax issues.

Estate planning services and philanthropy

Our Private Wealth Services group will work with you to determine the legacy you want to create for yourself, your family and chosen causes.

 

Let's talk. For more information or to connect with a Sports & Entertainment Advisor, please contact us at merrillsportsandentertainment@ml.com


Latest Thinking

1Sports & Entertainment Accredited Wealth Management AdvisorSM , SE-AWMASM, and the SE-AWMASM logo are service marks of The College for Financial Planning Institutes Corp. Professionals who successfully complete the professional designation program requirements, comply with professional conduct standards, and complete the ongoing renewal requirements will be granted authorization by the College to use the following certification marks: Sports & Entertainment Accredited Wealth Management Advisor™ , SE-AWMA™ , and the SE-AWMA™ logo.

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