A Commitment to Service
Merrill Lynch’s Private Banking and Investment Group 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 its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch 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 that 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 sophisticated, highly customized 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.
Attuned to the Needs of an Exclusive Clientele
We recognize that significant wealth is different in its scale, opportunities, and challenges. We have hands on experience navigating the crossroads of wealth, helping clients make informed decisions about near term objectives and long term aspirations. We work with corporate executives, entrepreneurs, affluent families, family offices, endowments and foundations.
The hallmark of our approach is a highly tailored strategy. We begin our engagements by discerning the concerns and priorities of each client. We then devise integrated initiatives specially created to reflect a client’s distinctive circumstances. We look to channel the extensive investment and wealth management capabilities of Merrill Lynch and the banking resources of Bank of America bringing these offerings to clients in a manner that is relevant and concise. Throughout the relationship we foster a boutique atmosphere that prioritizes personal attention and unwavering service.
A Single Source for Coordinated Strategy
When clients engage our team they not only enlist our own efforts, but those of a wider network of dedicated specialists. We spearhead integrated action across multiple disciplines of wealth. Our approach is marked by creativity and innovation.
Our team is skilled in the following areas:
- Investment management
Concentrated and restricted stock management
Trust and estate planning services
Credit and banking through Bank of America, N.A.
We invite individuals, families and institutions with sophisticated needs to discuss their goals relative to our capabilities in more detail.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Discreet and ResponsiveAs trusted advisors we prioritize client privacy and account integrity. We devote considerable team resources to operational soundness and accessibility. Clients not only meet with us regularly, but they speak to us whenever needs arise. Our mission is to be helpful in any context that concerns clients. We drive value by helping clients with issues regardless of complexity or simplicity.