THE JOHNSTON GROUP

Private Wealth Advisors
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We provide highly customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy 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.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Michael A Johnston

Michael A Johnston

Managing Director

Private Wealth Advisor

949.721.7291
Anthony  Morillo

Anthony Morillo,

Vice President

Private Wealth Relationship Manager

949.721.7293
Eric M Givner

Eric M Givner,

Vice President

Private Wealth Relationship Manager

949.721.7295
Angelica  Lara

Angelica Lara

Registered Private Wealth Associate

949.721.7294

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, 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.

Our Approach

Putting our resources and perspectives to work for you

We start by understanding your concerns and priorities and then form a strategy to help you pursue your goals—even as they change over time. The result is a lasting relationship and an approach that reflects your unique values.

A boutique like experience from a global institution

You’ll benefit from a dedicated one-on-one relationship with someone who brings understanding, passion and a fresh perspective to your situation. But that’s just part of the picture. You’ll also have access to all the resources and strategies from a global financial leader, Bank of America.

Extensive experience

From individuals and families to business owners and executives, our private wealth advisors are experienced in working with substantial wealth. Uniquely qualified to guide you in accessing specific wealth management strategies personalized to your individual needs, he or she:

  • Is readily accessible, working with only select clients

  • Is rigorously trained to pursue one or more industry certifications

  • Monitors the success of your strategy and updates you as you desire

  • Commits to gaining a deep understanding of your goals, challenges and values

  • Develops a multigenerational wealth management strategy

  • Brings together access to the banking services through Bank of America and investment services through Merrill Lynch 

Michael Johnston has been with Merrill Lynch since 2008.

 

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.

Our Philosophy

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.

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
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 as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

THE JOHNSTON GROUP

Private Wealth Advisors