In recognition of the unique financial circumstances that sports professionals face, Merrill recently created a first-of-its-kind professional Sports & Entertainment Accredited Wealth Management AdvisorSM (SE-AWMASM) designation, launched in partnership with the College for Financial Planning, a Kaplan Company. Not all financial advisors who hold the additional title of Sports & Entertainment Advisor in Merrill's Program hold the SE-AWMASM designation.
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.
— Don Plaus, Managing Director Head of Merrill Private Wealth Management
“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.”
Life can get complicated when you work in the sports and entertainment industry. We can help you simplify things.
Our knowledgeable Sports & Entertainment Advisors can help support your financial life and livelihoods 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:
- Create an investment strategy that is personalized for you
- Address large and/or inconsistent income streams
- Implement strategies to help minimize your taxes
- Gain access, through Bank of America, to resources that support your borrowing needs
- Plan for a fulfilling retirement
- Give back to your loved ones and your community
- Preserve your income and assets
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).
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.
How we can help
Connect with a Sports & Entertainment Advisor
Building a Winning Game Plan
Learn how a college football coach relies on his Merrill financial advisor to create a financial plan that fits his life.