A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of wealthy 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, help you monitor it and 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 we 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.
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.
A Boutique Level of Attention for An Elite ClienteleAs the founder and leader of The Brisbane Group, which she established in 2007, Maria offers a complete wealth management experience – one that presents an elite clientele with unwavering attention and access to the full complement of services from Merrill Lynch.
To serve those who demand an uncompromised measure of service, The Brisbane Group focuses on each client’s most significant priorities and cherished goals for family, business and philanthropy. “Integrity, knowledge, perspective, frequency of contact and transparency” are cornerstones of the team’s philosophy. By way of referrals, relationships now extend to family members and colleagues. Many clients have been with Maria for more than 20 years.
TAILORED PORTFOLIO MANAGEMENTUnlike most others in her position, Maria Brisbane was trained as a portfolio manager and also holds the designation of Chartered Financial Analyst® (CFA®). She is a former Portfolio Manager and Managing Director at US Trust Corporation, and began her investment career at Brown Brothers Harriman & Company. After completing its Management Training Program, Maria was selected as an institutional portfolio manager – responsible for managing the assets of pension plans, endowments, and not-for-profit organizations.
Today, Maria manages custom-tailored equity portfolios that place emphasis on large-growth stocks – with an effort to enhance performance through small biotechnology and technology companies. She also may include undervalued securities that can hold appeal due to takeover opportunities or restructuring. For some clients, Maria adds a bond portfolio and alternative investments to provide income and diversification. For all clients, Maria’s view is long term. Each custom-built portfolio seeks preservation with appreciation of assets to varying degrees as determined by a client’s personal preferences. An additional lens is used to focus on tax-minimization strategies.
In light of Maria’s investment acumen and reputation, she holds an exclusive position as the private sales referral network designated advisor at Merrill Lynch. Her experience and connections with the firm’s practice solutions group can be especially valuable to physicians and other professionals.
*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.
Harnessing The Firm's CapabilitiesAs members of the Private Banking and Investment Group, The Brisbane Group is committed to a highly professional and proactive standard of client care. To do more for fewer people, frequent client discussions are encouraged – especially, to appreciate the evolving complexities in each client’s financial life.
To connect clients with the firm’s global resources in an intimate and discreet manner, The Brisbane Group facilitates meetings with the firm’s extensive network of trust and estate specialists, private bankers from US Trust and others. To promote a multi-dimensional aspect to each relationship with consistency and clarity, these professionals share the group’s commitment to enhance the wealth and well being of clients and their families.