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Our Financial Advisors combined with a team of Client Associates are committed to providing exceptional client service to individuals, businesses and institutional clients. We offer high-net-worth individuals and families like you, a personalized, goals-based wealth management plan designed to help you live the life to which you aspire. Client relationships are built on a foundation of trust, integrity and teamwork, and we begin by learning as much as possible about you. To help you preserve and grow your wealth, we become familiar with your assets and liabilities, and help you prioritize your financial goals and objectives within the framework of your risk tolerance and anticipated timeline. And we are dedicated to keeping you educated and informed throughout the process.Once we are confident we understand your goals, we work with Merrill Lynch’s award-winning strategists and explore opportunities on your behalf. Recommendations are made with client objectives in mind and when 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 income generation, wealth distribution and gifting, philanthropic and estate planning services, concentrated stock strategies, and traditional and alternative investments. As a client, you may also benefit from the experience of a Merrill Lynch Banking Advisor from Bank of America, N.A., who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Our Advisors and Client Associates are actively involved in the communities we serve and call home. We look forward to the opportunity to serve.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Some or all alternative investments may not be suitable for certain investors.
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 U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
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 U.S. Trust 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.