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From a conversation to a relationship

At Merrill Lynch, your financial advisor focuses on the things you care about most– family, goals and priorities – even as they change over the years.

Our purpose is to help you reach your goals at each stage of life
John Thiel

John Thiel, the head of Merrill Lynch Wealth Management, on what makes working with us so different.

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Creating a financial strategy that reflects your personality

Your approach toward investing is only part of the picture.

The risk I take with what I do for a living is enough. I don’t need to take that same risk with my financial wealth
Steve Schussler, Merrill Lynch client

For entrepreneur Steve Schussler, managing risk is a top priority.

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An approach that’s built around your life’s priorities

Sid and Eva Greer’s advisor helped them achieve their lifelong goal – to retire on a farm.

I love agriculture. The trick was figuring out how to do it profitably, because hobby farming won’t pay the bills.
Sid Greer, Merrill Lynch client

For the Greers, retirement was an opportunity to try something they always wanted to do.

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Adapting the approach as life changes and goals are reached

Challenges are a part of life. Your financial advisor is here help you work through them and stay on track.

When we met Alfredo we didn’t really know how much money we needed, to be where we wanted to go.
June Beckerich, Merrill Lynch client

Family plays a huge role in everything Bill and June Beckerich do, including how they spend their money.

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