Branch Office Profile
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 Wealth Management Banker 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.