The Miller | Asher Group

Private Wealth Advisors
Learn more about an advisor's background on
FINRA's BrokerCheck

The Miller | Asher Group works with ultra-affluent clients, the majority of whom operate family-owned or privately-held businesses. Our mission is to offer clients a boutique-like, concierge-style wealth advisory experience, which includes comprehensive wealth management and estate planning services, with an emphasis on tax-minimization strategies designed to help pursue their financial goals.

Meet the Team

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.

Additional Resources

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.

Lorraine Nehme

Wealth Management Banking Specialist

Merrill

Jean Y. Kim

Private Wealth Strategist

Merrill

Strategies designed to help you achieve your goals

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.

Our Approach

Welcome

The Miller | Asher Group's novel approach to working with fewer clients, allows us to simplify and streamline their complex financial affairs, so that they can focus on the aspects of life they find most gratifying. We feel that our familiarity with the challenges of significant wealth provides our clients with a level of confidence that we can address nearly every financial need— large and small.

Our Philosophy

Using the firm’s considerable resources, The Miller | Asher Group provides our High Net Worth and Ultra High Net Worth clients institutional level access to portfolio strategies in areas such as equities, traditional fixed income, private equity, real estate, and hedge funds. Many of these strategies and offerings may be exclusive to clients whose considerable resources and experience demands financial strategies designed to address their complex, wide ranging financial needs.

We recognize that most business owners do not have a succession team in place; therefore, our comprehensive wealth management services includes assisting our clients with the disposition of their businesses while partnering with their CPAs, attorneys, and other third party advisors.






*Some or all alternative investments may not be in the best interests 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..

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 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.

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

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.

Boutique-like service with the access to the investment resources of Merrill 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 financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.