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EAGLE GATE TOWER60 EAST SO TEMPLE ST
Suite 200-61SALT LAKE CITY,
With 28 Financial Advisors averaging more than 20 years of market experience (and amassing more than 50 professional designations), and 15 Client Associates (10 of whom are registered), we can offer you an exceptional level of service and knowledgeable advice and guidance designed to help you live the life you want.
Our wealth management process—which includes access to Merrill Lynch’s vast global wealth of resources—is personal and consultative, and it begins by learning as much as possible about you, your family and, if applicable, your business. To help you preserve and grow your wealth, we’ll become familiar with your assets and liabilities, help you prioritize your financial goals and objectives, and weigh them within the context of your risk tolerance and anticipated timeline.
Once we are confident we understand your goals, we can work with Merrill Lynch’s award-winning specialists and explore opportunities on your behalf. Products and services are considered with your objectives in mind and recommended only if they fit into your overall strategy. Our thoughtful, individualized advice and guidance can extend to a wider range of financial services, including retirement planning and cash flow analysis, wealth distribution and gifting, philanthropic planning, and concentrated stock strategies.
We can also provide access to a Bank of America Wealth Management Banker, who can assist you with a wide range of banking services, including cash management, credit and lending and business support, such as: commercial banking, middle market and business banking, commercial real estate banking, raising debt and equity capital, employee benefits, liquidity management and mergers and acquisitions.
We are also involved in the communities in which we serve, volunteering leadership and staff for organizations devoted to cancer research, cystic fibrosis, health sciences, entrepreneurship programs, the environment, social issues, nursing and general education.
Please contact us to learn more about how we will work to make a positive impact on your financial life.
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA® Global Capital Management.
Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BofA Corp.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.