We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.
The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.
Division Structured Credit Executive
Bank of America, N.A.
As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.
We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
If you are a business owner, your business is much more than your livelihood. It represents years of hard work and sacrifice. It is your past, but also your future—the springboard to what you want to achieve, both for yourself and the people you love.
Most business owners recognize the importance of their decisions in preparing a business for sale. For many entrepreneurs, this opportunity comes but once.
Given what is at stake, experience counts. Liquidity events are time sensitive, interdependent transactions. A lot of factors need to align in order for a sale to go smoothly and to be optimized to your advantage.
And that is where our team can best help. We’ve worked with business owners throughout Texas and beyond, helping them anticipate, prepare for, and maximize the potential sale of their business. We work in concert with your deal team—or can help you put that team in place, if needed.
We believe there are a few factors that set us apart:
· We’re experienced. We’ve been through this before, multiple times, and know the sequence, timing, and hard work involved. We’re not shy about doing the heavy lifting so that your transaction goes as planned.
· We’re cooperative. We’re skilled at keeping the wider team on task, moving in the same direction, and clear about desired outcomes.
· We’re thorough. We help you understand what’s ahead through detailed roadmaps, tailored to your exact situation:
A Family Wealth Management Profile. We help you organize your wealth in its entirety, so that you can see the implications of your transaction.
A Goals-Based Plan Matching Assets to Goals. We align assets to your unique long-term goals, regularly measuring funding status.
A Pre-Transaction Checklist. We know the pieces that need to be in place for you to complete a successful transaction.
Detailed Plan for Post-Transaction Proceeds. A sale is only a midpoint in your process. You want to be prepared, mentally and financially, for what comes next.
· We’re discreet. We place the highest value on your privacy.
If you are considering selling your business in the next five years, reach out to us. We can give you some factors to consider so that you can take positive steps toward the outcome you envision, for you, your family, and your business.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.
For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.
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