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Aaron Albright

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Profile

Aaron Albright is a Private Wealth Manager with Merrill Private Wealth Management in Boston. Aaron works closely with high-net-worth individuals, families, and institutions, lending focus and structure to their financial goals and priorities. With more than 25 years of experience in the capital markets, he offers a seasoned perspective on the opportunities and challenges that significant wealth can entail. His leadership and longevity at Merrill enhance his ability to connect clients to the capabilities that align with their distinctive objectives, resulting in a client experience that is deeply customized and direct. He has particular depth advising executives in financial services, technology, and life sciences, as well as family offices, nonprofit organizations, and foundations. 

Aaron has worked at Bank of America/ Merrill since 2000. He began his career in institutional equities, ultimately serving as a Director of U.S. Equity Sales. He then transitioned to Private Wealth Management in order to apply his investment acumen in a more personalized context. His financial services experience includes tenures with Donaldson Lufkin Jenrette and Montgomery Securities, beginning in 1991. He earned his M.B.A. from Yale University and his B.A. from Middlebury College.

Aaron and his wife Libby have three children: John, a sophomore at Yale; Grace, a senior at Milton Academy; and Caroline, a sophomore at Milton Academy. Originally from Wayland, Massachusetts, Aaron now lives in Milton. In his free time, he likes to ski, play golf and tennis, and enjoy art.

  • EDUCATION

    Yale University

    Middlebury College

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Substantial wealth is different—in its opportunities and its challenges. At some point, successful individuals, families, and institutions often realize that their wealth requires more time and energy than they can devote.

Those instances are, I believe, where I can add the most value. I am a Private Wealth Manager with Merrill Private Wealth Management. Based in Boston, my team and I work with a select group of accomplished executives, business owners, family offices, and institutions, providing them with targeted advice and guidance about their distinctive needs. My approach is thoughtful, collaborative, and precise. I’m skilled in discerning each client’s situation and then focusing on the strategies and tactics required to advance measurable progress toward client goals. I believe strongly in values of perseverance, loyalty, and dedication, serving clients with a commitment and intensity that testify to my long-term interest in their welfare.

A Seasoned Perspective

I have worked in the investment industry since 1991, allowing me to navigate a variety of market cycles and macroeconomic themes. My experience has taught me the value of judgment and patience. Committed to long-term results, I am unfazed by fads and short-term fluctuations in the market. Rather, I believe in enduring market principles, pointing to earnings power and company growth as chief drivers of capital appreciation. Passionate about investing, I am opportunistic in my outlook, assessing and evaluating investment possibilities relative to client needs.

In my previous role as a Director of US Equity Sales at Bank of America Merrill Lynch, I gained in-depth knowledge of traditional and alternative investments, including hedge funds, private equity, and private company investments.* I am skilled in evaluating a broad universe of investment possibilities and identifying the opportunities that align with my client’s interests, risk profile, time horizon, and liquidity constraints.


*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors

A Single Source for Diverse Needs

As a member of Merrill Private Wealth Management, I provide clients with access to capabilities specially designed for the needs of affluent individuals, families, and institutions. I look to remedy gaps in their planning and anticipate future interests and needs, collaborating with in-house specialists and clients' tax and legal providers, as appropriate. I also look to uncover possible efficiencies across their balance sheets, fostering a more cohesive vision of their wealth.

My areas of focus:

  • Customized investment management
  • Retirement planning services
  • Hedging / diversification strategies
  • Trust and estate planning services
  • Pre- and post- liquidity event planning
  • Luxury good acquisition
  • Access to lending through Bank of America
  • Philanthropic strategies

Committed to Each Client

I was drawn to Private Wealth Management because I want to make a measurable difference in clients’ lives. I recognize that wealth encompasses much more than investments. My goal is to serve my clients with the dedication and diligence I would want for my own family. Ultimately, I strive to be helpful—to make life easier and more fulfilling for each client or family. For some clients, that means supporting strong stewardship in the next generation. For others, it means connecting clients to like-minded peers in their industry or profession. I offer a readiness to listen, offering discreet advice as a confidante and serving as a reliable sounding board for new opportunities.

If you are weighing a significant decision in your financial affairs or find that the proper management of your wealth has become time consuming, please reach out to me. I am available to discuss your circumstances relative to my capabilities and those of my team.

 

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial
      complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      Merrill_Capabilities_Brochure.png  

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.