Mittman & Associates

Private Wealth Advisors

Mittman & Associates

Private Wealth Advisors
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My colleagues and I provide customized services to a select group of individuals and families with significant wealth. We are deeply committed to offering personalized attention and strategies aligned to your unique financial goals, helping to simplify your life now and for the years to come.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Additional Resources

Rachel A Fitzpatrick

Rachel A Fitzpatrick

Structured Credit Executive

Bryan Austin

Bryan Austin

Wealth Strategist

Salma H Piloti

Salma H Piloti

Senior Wealth Management Lending Officer NMLS # 491653

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

A Commitment to Service

Merrill Private Wealth Management 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 it and 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 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 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.

Promise Message

Many of our clients come to us during periods of transition.  We spend a lot of time listening to our clients and create wealth management strategies customized for their situation.

We believe our clients enjoy our personalized service model becuase it has the feel of a boutique while taking advantage of the resources of one of the world’s largest financial services firms.

Our typical clients are:

- Entrepreneurs
- Family Business Owners
- Corporate Executives
- Divorcees/Widow(er)s
- Athletes/Entertainers

Service Message

We provide our select group of clients with advice, service, and execution:

- Design and execute customized wealth management strategies
- Guide clients through significant life events
- Coordinate with clients’ CPAs and Attorneys
- Education (eg Financial Boot Camps)
- Philanthropic strategies
- Legacy planning
- Investment portfolio management

All financial advisors on the team are Chartered Financial Analyst ® charterholders and our team members have over 40 years of collective experience in the financial services industry.

Company Founders, Private Business Owners & Entrepreneurs

When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.

Private Equity and Hedge Fund Principals

Your investment expertise as a hedge fund or private equity principal has likely resulted in substantial personal wealth. We have experience working with a select group of individuals in your industry. Drawing on our extensive capabilities and the broad resources of a global institution, we work to help you coordinate, manage and preserve your successes. We offer strategies aimed at simplifying the complexities of your financial life, including wealth transfer advice and guidance from Merrill and access to the banking convenience of Bank of America for your banking, lending and trust needs. We also provide access to Bank of America for your working capital needs in support of the day to day needs of your business.

Women

As a woman of wealth, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges—for example, planning for the statistical probability of outliving a spouse—managing your wealth means avoiding preconceived assumptions while gaining a full understanding of who you are as an investor and what you want to achieve for your career, your family and your legacy. Merrill Private Wealth Management works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We strive to get to know our clients on a personal level so we can offer boutique-like services and the resources of a global firm to create strategies specifically for their life and needs.

Technology Entrepreneur

As a technology entrepreneur, you focus relentlessly on what’s next. Yet as you look ahead to each new venture or cutting-edge innovation, it’s important to maintain the financial foundation that helps power your success and helps you take advantage of potential opportunities as they arise. We have experience helping entrepreneurs and business owners balance their personal lives with their life’s work. We understand the challenges you face every day, whether managing your newly achieved wealth or gaining access to the liquidity you need as seed capital or for personal expenses. We are dedicated in providing the experience and resources to help support your ongoing success.

Foundations and Endowments

An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The portfolios we construct are carefully designed to promote stability, efficiency and growth, and to perform effectively under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.

Professional Athletes

As a professional athlete, you understand the significant rewards that sports can provide, the grit and determination that help you to succeed in a challenging environment, and the unique financial needs that come with wealth. Merrill Private Wealth Management works with a select group of current and former professional athletes as they pursue their financial and legacy goals. We are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer strategies designed to simplify the complexities of your financial life. This includes access to trust and estate planning services from Bank of America and, through Merrill, investment strategies for the operation of a business, and education of family members to help bring your legacy vision to life.

Entertainment Industry Professionals

As rewarding as success in the entertainment industry can be, income is often cyclical and careers can be subject to swift change. Managing your wealth requires a disciplined, knowledgeable and experienced approach to help ensure you are able to live as you want, with strategies for helping manage risk and providing for your future. Merrill Private Wealth Management provides personalized, boutique-like service to a select group of successful entertainment professionals. Drawing on the extensive capabilities of a global institution, we offer strategies aimed at simplifying the complexities of your financial life and building the legacy you envision.

2019 Schedule

Women's Financial Boot Camp at the McDonough School of Business, Georgetown University
Monday, May 6 - Wednesday, May 8
Arrival: Sunday, May 5Accommodations: The Four Seasons Hotel (Washington, DC)
Target Ages: 40+
Financial Qualification: Minimum of $50 million family net worth
Focus: fundamentals of investing, trust and estate planning services, family meetings
Sessions will begin Monday morning; hotel stay will be provided Sunday, Monday, and Tuesday nights
Contact: jennifer.kik@bankofamerica.com

Next Generation Financial Boot Camp at the McDonough School of Business, Georgetown University
Wednesday, May 8 - Friday, May 10
Arrival: Tuesday, May 7Accommodations: The Four Seasons Hotel (Washington, DC)
Target Ages: 21 to 40
Financial Qualification: Minimum of $50 million family net worth
Focus: investing, portfolio construction, communication
Sessions will begin Wednesday morning; hotel stay will be provided Tuesday, Wednesday and Thursday nights
Contact: jennifer.kik@bankofamerica.com

Wealth Creator Financial Boot Camp at Kellogg School of Management, Northwestern University
Monday, June 3 - Wednesday, June 5
Arrival: Sunday, June 2Accommodations: The Four Season Hotel (Chicago, IL)
Target Ages: 40+
Financial Qualification: Minimum of $50 million family net worth
Focus: advanced investment decisions, trust and estate planning services, family meetings as related to G1
Sessions will begin Monday morning; hotel stay will be provided Sunday, Monday and Tuesday nights
Contact: janet.ashley@bankofamerica.com

Advanced Next Generation Financial Boot Camp at Wharton School of Business, The University of Pennsylvania
Tuesday, October 1 - Thursday, October 3
Arrival: Monday, September 30Accommodations: Inn at Penn (Philadelphia, PA)
Target Ages: 21 to 40
Financial Qualification: Minimum of $50 million family net worth
Focus: investing, portfolio construction, communication (more in-depth sessions than the Next Generation Boot Camp)
Sessions will begin Tuesday morning; hotel stay will be provided Monday, Tuesday and Wednesday nights
Contact: maryann.gmoser@bankofamerica.com

Women's Financial Boot Camp at the UCLA Anderson School of Management
Tuesday, November 12 - Thursday, November 14
Arrival: Monday, November 11Accommodations: Luskin Conference Center (Los Angeles, CA)
Target Ages: 40+
Financial Qualification: Minimum of $50 million family net worth
Focus: fundamentals of investing, trust and estate planning services, family meetings
Sessions will begin Tuesday morning; hotel stay will be provided Monday, Tuesday and Wednesday nights
Contact: janet.ashley@bankofamerica.com

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

Mittman & Associates