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A Merrill Lynch Financial Advisor can offer you personalized wealth management, banking and investment services and advice. We are dedicated to helping clients in Central Florida and beyond grow and preserve wealth, optimize liquidity, and manage debt and savings through even the most difficult economic periods, including local challenges such as cutbacks in the space program. When you work with one of our Financial Advisors—each of which is teamed with a Merrill Lynch Banking Advisor from Bank Of America, N.A.—you’ll have access to an extensive platform of services and tools designed to help you take advantage of opportunities when they arise. We begin the process with a series of in-depth meetings and conversations to help us review your financial concerns and understand how you expect your financial life to evolve. This can be of particular value to anyone who is undergoing a career transition or contemplating retirement. We recognize that each client has his or her own values, objectives and goals and that they may be different from generation to generation. We face this challenge consistently and we are innovative in developing strategies that address both current needs and long-term legacy issues through portfolio development, liability management, tax minimization, asset preservation and in-depth banking strategies.
We also work with business clients through all stages of their lifecycle, from start-up to maturity. We offer customized advice intended to address all business financial needs, including a full range of flexible banking and cash management, short- and long-term financing, retirement plan programs and, ultimately, succession and one-time liquidity events. We are committed to meeting the unique needs of business owners, often meeting with key advisors such as attorneys, tax and insurance specialists and accountants, when requested. We function as a closely knit wealth management and banking team to help you benefit from the knowledge and insight of our entire group. We invite you to contact us to see for yourself how our individualized advice and guidance may benefit you. To discover how a Merrill Lynch Financial Advisor can help you achieve your financial goals, contact the Resident Director listed above.
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.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
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.