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For more than 100 years, and through every market cycle, Merrill Lynch’s Portland Office has put clients and “big picture” thinking at the center of everything they do. While the approach to each client is highly individualized, the advice and guidance offered is often the result of the collective wisdom and experience of the dedicated financial advisors that comprise Merrill Lynch’s Portland Office. We share ideas and team with each other to be certain clients receive targeted strategies designed to help them achieve their goals and dreams.Our goals-based wealth management process begins by getting to know and understand clients, taking the time to learn about their priorities, then collaborating to help them develop an individualized investment strategy for each specific goal. We also express to them a strong belief that our role goes beyond assistance with stocks and bonds. Using the vast resources of Merrill Lynch, we can also assist with insurance, educational funding, charitable gifting, retirement income, pension and deferred compensation services for businesses, executive guidance on concentrated stock positions and stock options, and estate planning services, including working closely with clients’ other professionals, such as attorneys, accountants and tax specialists. And we can provide access to Merrill Lynch Banking Advisor from Bank of America, N.A. who can offer cash management, credit and lending strategies.Our commitment to clients extends into their communities. We believe in giving back to the neighborhoods and towns we serve.
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.