We calm down complexity for successful families, helping them address key decisions in their financial lives. We understand wealth and all that goes with it, working with discretion and care to pursue positive outcomes across multiple generations as families clarify their financial identities.
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.
Alternative Investments Regional Specialist
Bank of America, N.A.
Wealth Strategist
Merrill
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.
Significant wealth brings a host of opportunities—and challenges—that can be difficult to wade through. That’s where we come in. We’ve helped people like you many times before, so we know what you should consider, and what you should avoid. Our goal is to help you capitalize on the advantages and avoid the pitfalls of managing your hard-earned wealth. We’ve worked together as a team for more than 15 years and have earned our reputation by serving families like yours.
We welcome the opportunity to help you and those you care about move forward with poise and reassurance. Our team’s founder, Dugan McLaughlin, has earned a number of national accolades, underscoring our team’s emphasis on consistency and care:
If you are considering expanding, transferring, or selling your business, talk to us. We’ve been through this process many times before. We’ve built our team to cater to your needs and those of your family members. We can provide you with insights and options you may not have considered, and we’ll handle these discussions with the sensitivity and discretion you deserve. Through it all, you’ll receive a level of service that testifies to your importance to us, day in and day out.
Businesses are complicated. There is often a very fine line between where the business stops and the family starts. Our thorough process helps you quantify the amount of capital your family will need to extract from the business if you were to enter into a sale. We provide access to cash-flow models and identify expenses that would transition from the business back to the family.
We’re good collaborators, particularly for complex business transactions with many moving parts. We’ll work closely with your trusted tax and legal advisors, helping promote sound communication and effective teamwork. We also connect you to the Private Sale Referral Network (PSRN) at Merrill, one of the most important differentiators of our firm. We’ll introduce you to a deal team that will help you find the right investor or buyer for your company. The team will work to optimize outcomes for your business, employees, and community, serving your needs discreetly. We recognize that there’s more than price to consider; we’ll help you secure a deal structure and terms that align with your priorities.
If you are considering a liquidity event, we know the ideal timing, sequence, and synchronization. We also know the factors to consider, sensitive to your unique priorities and preferences:
Exceptional service is something that is easy to talk about, but hard to deliver. We focus on living up to—and exceeding—your expectations.
We believe our service team is without peers. Our Private Wealth Associates are vital to your happiness and our success:
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.
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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