Bank of America Merrill Lynch

Our wealth management process begins by getting to know and understand clients, taking the time to learn about their priorities, then collaborating with them to develop individualized investment strategies. 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 Advisors from Bank of America, N.A. who can offer cash management, credit and lending strategies.