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.
Putting our resources and perspectives to work for youWe 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 institutionYou’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.
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
Tracks 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 from Bank of America and investment services from Merrill
Michael Johnston has been with Merrill since 2008.
A Commitment to Service
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 approach 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.